Filed October 27, 2015
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,414 | $41,377-36.2% | $109,313-75.8% | $62,881-58.0% |
| Participation rate | 54.1% | 57.5%-3.5pp | 71.3%-17.2pp | 69.3%-15.3pp |
| Annual return | 12.98% | 11.05%+1.9pp | 22.07%-9.1pp | 20.14%-7.2pp |
| Employer contribution / active EE | $2,665 | $1,276+108.9% | $3,892-31.5% | $2,281+16.8% |
| Participant deferral / active EE | $4,392 | $2,045+114.7% | $3,166+38.7% | $3,203+37.1% |
| Admin fee / account holder | $1 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |