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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,468 | $101,672-73.0% | $147,117-81.3% | $74,478-63.1% |
| Participation rate | 67.7% | 75.5%-7.8pp | 82.2%-14.4pp | 67.2%+0.5pp |
| Annual return | 25.94% | 8757.83%-8731.9pp | 420.54%-394.6pp | 1370.56%-1344.6pp |
| Employer contribution / active EE | $2,451 | $3,813-35.7% | $4,932-50.3% | $2,626-6.7% |
| Participant deferral / active EE | $5,460 | $7,305-25.3% | $8,065-32.3% | $4,350+25.5% |
| Admin fee / account holder | $18 | $1,753-99.0% | $12,993-99.9% | $1,946-99.1% |