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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,285 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,368 | $72,620-74.7% | $90,760-79.8% | $66,938-72.6% |
| Participation rate | 40.3% | 73.7%-33.4pp | 75.7%-35.4pp | 69.8%-29.5pp |
| Annual return | 2.09% | -12.28%+14.4pp | -12.16%+14.2pp | 1.58%+0.5pp |
| Employer contribution / active EE | $1,024 | $2,369-56.8% | $2,922-65.0% | $2,545-59.8% |
| Participant deferral / active EE | $1,675 | $3,979-57.9% | $4,565-63.3% | $4,238-60.5% |
| Admin fee / account holder | $70 | $707-90.1% | $8,444-99.2% | $594-88.2% |