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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $365 |
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).
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 | $15,715 | $89,367-82.4% | $141,191-88.9% | $72,975-78.5% |
| Participation rate | 43.5% | 75.1%-31.6pp | 82.5%-39.0pp | 69.5%-26.0pp |
| Annual return | 53.79% | 111.87%-58.1pp | 71.41%-17.6pp | 81.01%-27.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,711 | $5,419-31.5% | $6,710-44.7% | $3,608+2.9% |
| Admin fee / account holder | $5 | $5,957-99.9% | $10,264-100.0% | $5,124-99.9% |