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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,210 | $93,010-65.4% | $96,515-66.6% | $74,460-56.7% |
| Participation rate | 26.6% | 71.6%-44.9pp | 74.3%-47.7pp | 70.7%-44.1pp |
| Annual return | 16.67% | 37.50%-20.8pp | 35.73%-19.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $802 | $3,427-76.6% | $3,740-78.6% | $2,638-69.6% |
| Participant deferral / active EE | $1,140 | $3,971-71.3% | $4,880-76.6% | $4,530-74.8% |
| Admin fee / account holder | $15 | $633-97.6% | $6,735-99.8% | $348-95.6% |