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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,268 |
BRIGHTON JONES LLC5 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $61,129 |
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 | $20,363 | $48,744-58.2% | $93,696-78.3% | $199,960-89.8% |
| Participation rate | 31.9% | 63.7%-31.8pp | 68.7%-36.8pp | 72.0%-40.1pp |
| Annual return | 16.85% | 15.36%+1.5pp | 133.74%-116.9pp | 34.28%-17.4pp |
| Employer contribution / active EE | $840 | $1,140-26.3% | $2,422-65.3% | $3,036-72.3% |
| Participant deferral / active EE | $1,599 | $2,825-43.4% | $4,417-63.8% | $5,087-68.6% |
| Admin fee / account holder | $187 | $195-4.1% | $8,287-97.7% | $269-30.5% |