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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,642 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,719 | $65,125-86.6% | $143,797-93.9% | $66,949-87.0% |
| Participation rate | 29.6% | 65.2%-35.6pp | 80.3%-50.7pp | 69.8%-40.2pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $1,124 | $2,362-52.4% | $4,952-77.3% | $2,545-55.8% |
| Participant deferral / active EE | $1,466 | $2,920-49.8% | $5,638-74.0% | $4,239-65.4% |
| Admin fee / account holder | $66 | $503-86.9% | $14,679-99.6% | $594-88.9% |