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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $946 |
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).
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 | $49,977 | $79,045-36.8% | $100,378-50.2% | $74,429-32.9% |
| Participation rate | 67.2% | 79.4%-12.3pp | 81.5%-14.3pp | 67.2%-0.1pp |
| Annual return | 17.10% | 20.61%-3.5pp | 49.41%-32.3pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,674 | $7,751+11.9% | $8,087+7.3% | $4,348+99.5% |
| Admin fee / account holder | $8 | $1,335-99.4% | $7,899-99.9% | $1,944-99.6% |