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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,024 | $106,264-61.4% | $147,117-72.1% | $77,762-47.2% |
| Participation rate | 49.6% | 78.4%-28.8pp | 82.2%-32.6pp | 70.6%-21.0pp |
| Annual return | 23.92% | 56.94%-33.0pp | 420.54%-396.6pp | 31.27%-7.3pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $7,177 | $8,003-10.3% | $8,065-11.0% | $4,651+54.3% |
| Admin fee / account holder | $43 | $334-87.2% | $12,993-99.7% | $433-90.1% |