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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,170 | $47,977-72.5% | $154,108-91.5% | $56,289-76.6% |
| Participation rate | 35.4% | 66.2%-30.8pp | 83.0%-47.6pp | 69.9%-34.4pp |
| Annual return | -6.83% | 3.54%-10.4pp | 735.21%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $472 | $2,169-78.2% | $5,298-91.1% | $2,111-77.6% |
| Participant deferral / active EE | $946 | $2,392-60.4% | $5,081-81.4% | $3,350-71.8% |
| Admin fee / account holder | $8 | $438-98.2% | $13,411-99.9% | $521-98.4% |