Filed December 20, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,445 | $52,884-59.4% | $84,753-74.7% | $55,167-61.1% |
| Participation rate | 68.1% | 67.5%+0.6pp | 76.6%-8.5pp | 69.0%-0.9pp |
| Annual return | 10.82% | 18.03%-7.2pp | 22.78%-12.0pp | 169.23%-158.4pp |
| Employer contribution / active EE | $634 | $2,233-71.6% | $3,574-82.3% | $1,963-67.7% |
| Participant deferral / active EE | $1,608 | $2,644-39.2% | $3,712-56.7% | $3,054-47.4% |
| Admin fee / account holder | $8 | $581-98.6% | $5,333-99.8% | $504-98.4% |