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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $985 |
ASCENSUS LLC2+ years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $53,001 | $83,884-36.8% | $64,097-17.3% | $74,473-28.8% |
| Participation rate | 24.7% | 76.6%-51.9pp | 72.3%-47.6pp | 70.7%-46.0pp |
| Annual return | 23.73% | 16.57%+7.2pp | 33.75%-10.0pp | 34.36%-10.6pp |
| Employer contribution / active EE | $864 | $3,084-72.0% | $2,750-68.6% | $2,638-67.3% |
| Participant deferral / active EE | $1,793 | $3,692-51.4% | $3,881-53.8% | $4,530-60.4% |
| Admin fee / account holder | $5 | $196-97.3% | $3,070-99.8% | $347-98.5% |