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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,985 |
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).
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 | $20,534 | $84,493-75.7% | $125,381-83.6% | $66,938-69.3% |
| Participation rate | 58.1% | 76.4%-18.3pp | 82.4%-24.3pp | 69.8%-11.7pp |
| Annual return | 27.92% | -8.49%+36.4pp | 572.31%-544.4pp | 1.58%+26.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,030 | $6,783+3.6% | $7,448-5.6% | $4,238+65.9% |
| Admin fee / account holder | $44 | $685-93.5% | $10,007-99.6% | $594-92.5% |