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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,678 | $42,396-60.7% | $67,313-75.2% | $56,287-70.4% |
| Participation rate | 38.4% | 61.0%-22.6pp | 69.1%-30.7pp | 69.9%-31.4pp |
| Annual return | -6.15% | -36.63%+30.5pp | -4.08%-2.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $978 | $1,414-30.8% | $2,566-61.9% | $2,111-53.7% |
| Participant deferral / active EE | $1,772 | $2,360-24.9% | $3,568-50.3% | $3,350-47.1% |
| Admin fee / account holder | $81 | $510-84.1% | $4,507-98.2% | $521-84.5% |