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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,389 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,515 | $101,317-83.7% | $146,958-88.8% | $74,495-77.8% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.0pp |
| Annual return | 19.75% | 8730.91%-8711.2pp | 418.34%-398.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $31 | $3,810-99.2% | $4,933-99.4% | $2,623-98.8% |
| Participant deferral / active EE | $6,781 | $7,303-7.1% | $8,070-16.0% | $4,346+56.0% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |