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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,790 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,508 | $31,679-76.3% | $74,723-90.0% | $65,186-88.5% |
| Participation rate | 58.1% | 40.4%+17.8pp | 54.5%+3.7pp | 70.2%-12.1pp |
| Annual return | 25.51% | 39.04%-13.5pp | 753.18%-727.7pp | 29.39%-3.9pp |
| Employer contribution / active EE | $1,046 | $566+84.8% | $1,084-3.5% | $2,177-51.9% |
| Participant deferral / active EE | $1,383 | $1,191+16.2% | $1,962-29.5% | $3,514-60.6% |
| Admin fee / account holder | $17 | $379-95.6% | $3,335-99.5% | $847-98.0% |