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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $607 |
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).
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 | $11,881 | $107,378-88.9% | $108,582-89.1% | $57,658-79.4% |
| Participation rate | 31.1% | 77.1%-46.0pp | 79.6%-48.5pp | 70.2%-39.1pp |
| Annual return | 13.71% | 12.80%+0.9pp | -51.70%+65.4pp | 5.13%+8.6pp |
| Employer contribution / active EE | $691 | $1,782-61.2% | $3,758-81.6% | $1,974-65.0% |
| Participant deferral / active EE | $1,213 | $3,221-62.3% | $4,311-71.9% | $3,061-60.4% |
| Admin fee / account holder | $3 | $108-96.9% | $7,645-100.0% | $95-96.5% |