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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $750 |
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 | $65,646 | $62,132+5.7% | $185,861-64.7% | $73,497-10.7% |
| Participation rate | 42.7% | 67.8%-25.1pp | 78.0%-35.3pp | 70.7%-28.0pp |
| Annual return | 16.58% | 20.44%-3.9pp | 35.96%-19.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,137 | $1,681-32.4% | $4,088-72.2% | $2,270-49.9% |
| Participant deferral / active EE | $3,135 | $3,711-15.5% | $5,634-44.3% | $3,740-16.2% |
| Admin fee / account holder | $13 | $419-97.0% | $9,503-99.9% | $513-97.5% |