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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $760 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,177 | $62,543-62.9% | $83,322-72.2% | $55,725-58.4% |
| Participation rate | 56.1% | 78.4%-22.3pp | 77.8%-21.6pp | 70.9%-14.7pp |
| Annual return | -0.16% | 14.85%-15.0pp | 10.64%-10.8pp | 244.93%-245.1pp |
| Employer contribution / active EE | $799 | $2,427-67.1% | $3,379-76.3% | $2,078-61.5% |
| Participant deferral / active EE | $7,006 | $5,682+23.3% | $5,565+25.9% | $3,356+108.8% |
| Admin fee / account holder | $3 | $103-96.7% | $7,540-100.0% | $115-97.0% |