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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,514 | $51,197-79.5% | $82,719-87.3% | $66,914-84.3% |
| Participation rate | 65.8% | 67.8%-2.0pp | 72.6%-6.7pp | 69.8%-4.0pp |
| Annual return | -18.42% | -9.64%-8.8pp | 701.18%-719.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,139 | $2,611-56.4% | $3,009-62.1% | $2,544-55.2% |
| Participant deferral / active EE | $2,038 | $3,458-41.1% | $4,395-53.6% | $4,237-51.9% |
| Admin fee / account holder | $46 | $416-88.9% | $5,329-99.1% | $593-92.2% |