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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $435 |
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 | $12,697 | $65,092-80.5% | $143,799-91.2% | $66,938-81.0% |
| Participation rate | 17.7% | 65.2%-47.5pp | 80.3%-62.6pp | 69.8%-52.1pp |
| Annual return | -17.52% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,029 | $2,920-64.8% | $5,638-81.8% | $4,238-75.7% |
| Admin fee / account holder | $11 | $502-97.9% | $14,677-99.9% | $594-98.2% |