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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $360 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,468 | $64,612-85.3% | $86,439-89.0% | $64,814-85.4% |
| Participation rate | 57.9% | 81.5%-23.6pp | 80.3%-22.4pp | 71.5%-13.6pp |
| Annual return | 41.18% | 0.66%+40.5pp | 4395.55%-4354.4pp | 32.84%+8.3pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,316 | $7,497-42.4% | $6,952-37.9% | $4,310+0.1% |
| Admin fee / account holder | $2 | $169-98.9% | $6,732-100.0% | $188-99.0% |