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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,012 | $82,163-80.5% | $125,381-87.2% | $64,819-75.3% |
| Participation rate | 33.9% | 77.9%-44.0pp | 82.4%-48.5pp | 71.5%-37.6pp |
| Annual return | 24.46% | 3.49%+21.0pp | 572.31%-547.8pp | 32.84%-8.4pp |
| Employer contribution / active EE | $9 | $3,616-99.8% | $4,815-99.8% | $2,507-99.6% |
| Participant deferral / active EE | $3,938 | $7,175-45.1% | $7,448-47.1% | $4,311-8.7% |
| Admin fee / account holder | $24 | $163-85.4% | $10,007-99.8% | $188-87.3% |