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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,624 | $37,463-20.9% | $77,096-61.6% | $66,938-55.7% |
| Participation rate | 16.0% | 52.9%-36.9pp | 67.9%-51.9pp | 69.8%-53.8pp |
| Annual return | -16.44% | -3.25%-13.2pp | 42.35%-58.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $376 | $1,535-75.5% | $2,814-86.6% | $2,545-85.2% |
| Participant deferral / active EE | $644 | $2,621-75.4% | $4,429-85.5% | $4,238-84.8% |
| Admin fee / account holder | $28 | $568-95.1% | $5,428-99.5% | $594-95.3% |