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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $338 |
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 | $48,000 | $80,753-40.6% | $136,298-64.8% | $62,293-22.9% |
| Participation rate | 68.4% | 73.5%-5.1pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 17.20% | 35.83%-18.6pp | 5156.27%-5139.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,009 | $2,884-30.3% | $4,696-57.2% | $2,042-1.6% |
| Participant deferral / active EE | $4,689 | $5,164-9.2% | $6,247-24.9% | $3,169+47.9% |
| Admin fee / account holder | $38 | $525-92.8% | $9,244-99.6% | $479-92.1% |