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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $210 |
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.
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 | $23,551 | $79,523-70.4% | $140,019-83.2% | $56,287-58.2% |
| Participation rate | 66.8% | 85.7%-18.9pp | 87.5%-20.7pp | 69.9%-3.0pp |
| Annual return | 5.19% | 2.39%+2.8pp | 651.15%-646.0pp | -9.96%+15.1pp |
| Employer contribution / active EE | $2,651 | $3,350-20.9% | $5,605-52.7% | $2,111+25.6% |
| Participant deferral / active EE | $6,679 | $5,129+30.2% | $6,927-3.6% | $3,350+99.4% |
| Admin fee / account holder | $2 | $614-99.7% | $10,705-100.0% | $521-99.6% |