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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,093 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,164 | $35,986-80.1% | $77,552-90.8% | $73,497-90.3% |
| Participation rate | 51.5% | 40.8%+10.6pp | 54.2%-2.7pp | 70.7%-19.2pp |
| Annual return | 12.38% | 19.26%-6.9pp | 54.82%-42.4pp | 28.51%-16.1pp |
| Employer contribution / active EE | $351 | $557-36.9% | $987-64.4% | $2,270-84.5% |
| Participant deferral / active EE | $718 | $1,198-40.1% | $1,861-61.4% | $3,740-80.8% |
| Admin fee / account holder | $11 | $466-97.6% | $2,859-99.6% | $513-97.8% |