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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,529 | $29,516-44.0% | $77,552-78.7% | $90,274-81.7% |
| Participation rate | 2.4% | 33.7%-31.3pp | 54.2%-51.8pp | 73.4%-70.9pp |
| Annual return | 20.72% | 231.18%-210.5pp | 54.82%-34.1pp | 53.97%-33.3pp |
| Employer contribution / active EE | $49 | $381-87.1% | $987-95.0% | $2,523-98.0% |
| Participant deferral / active EE | $93 | $944-90.2% | $1,861-95.0% | $4,231-97.8% |
| Admin fee / account holder | $12 | $106-88.6% | $2,859-99.6% | $114-89.4% |