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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,540 | $62,267-71.8% | $110,243-84.1% | $55,725-68.5% |
| Participation rate | 43.0% | 78.1%-35.2pp | 79.8%-36.9pp | 70.9%-27.9pp |
| Annual return | -7.22% | -1.07%-6.2pp | 314.76%-322.0pp | 244.93%-252.2pp |
| Employer contribution / active EE | $1,283 | $1,941-33.9% | $3,827-66.5% | $2,078-38.3% |
| Participant deferral / active EE | $2,115 | $3,516-39.8% | $4,672-54.7% | $3,356-37.0% |
| Admin fee / account holder | $6 | $121-95.0% | $8,548-99.9% | $115-94.8% |