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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 | $79,169-36.9% | $100,415-50.2% | $74,478-32.9% |
| Participation rate | 67.2% | 79.4%-12.2pp | 81.5%-14.4pp | 67.2%-0.1pp |
| Annual return | 17.10% | 20.51%-3.4pp | 49.47%-32.4pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,674 | $7,751+11.9% | $8,091+7.2% | $4,350+99.4% |
| Admin fee / account holder | $8 | $1,337-99.4% | $7,906-99.9% | $1,946-99.6% |