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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,803 | $78,781-59.6% | $100,516-68.4% | $73,409-56.7% |
| Participation rate | 69.1% | 80.0%-11.0pp | 79.4%-10.3pp | 72.2%-3.1pp |
| Annual return | 181.51% | 31.69%+149.8pp | 30.89%+150.6pp | 59.29%+122.2pp |
| Employer contribution / active EE | $2,726 | $2,420+12.6% | $3,418-20.2% | $2,234+22.0% |
| Participant deferral / active EE | $6,994 | $6,537+7.0% | $6,270+11.6% | $3,805+83.8% |
| Admin fee / account holder | $3 | $145-97.9% | $8,081-100.0% | $158-98.1% |