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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $516 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,826 | $57,096-79.3% | $94,229-87.4% | $55,191-78.6% |
| Participation rate | 30.4% | 75.7%-45.2pp | 78.8%-48.3pp | 69.2%-38.7pp |
| Annual return | 1.43% | 159.65%-158.2pp | 10.68%-9.3pp | 10.78%-9.3pp |
| Employer contribution / active EE | $646 | $1,708-62.2% | $3,587-82.0% | $1,899-66.0% |
| Participant deferral / active EE | $1,191 | $3,165-62.4% | $4,320-72.4% | $3,046-60.9% |
| Admin fee / account holder | $4 | $89-95.7% | $6,269-99.9% | $91-95.8% |