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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,898 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $2,112 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,378 | $59,417-65.7% | $93,606-78.2% | $74,495-72.6% |
| Participation rate | 69.0% | 59.7%+9.3pp | 68.7%+0.2pp | 67.2%+1.8pp |
| Annual return | 11.61% | 81.83%-70.2pp | 133.20%-121.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,977 | $1,264+135.6% | $2,420+23.0% | $2,623+13.5% |
| Participant deferral / active EE | $862 | $3,050-71.7% | $4,411-80.4% | $4,346-80.2% |
| Admin fee / account holder | $131 | $3,021-95.7% | $8,285-98.4% | $1,942-93.2% |