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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,139 | $82,979-83.0% | $102,412-86.2% | $77,736-81.8% |
| Participation rate | 59.4% | 71.5%-12.1pp | 74.5%-15.1pp | 70.6%-11.2pp |
| Annual return | 22.43% | 19.11%+3.3pp | 24.94%-2.5pp | 31.26%-8.8pp |
| Employer contribution / active EE | $1,491 | $3,554-58.1% | $3,870-61.5% | $2,728-45.4% |
| Participant deferral / active EE | $2,325 | $4,109-43.4% | $5,060-54.0% | $4,651-50.0% |
| Admin fee / account holder | $89 | $639-86.0% | $8,388-98.9% | $433-79.4% |