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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $301 |
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).
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 | $14,728 | $59,186-75.1% | $76,766-80.8% | $56,287-73.8% |
| Participation rate | 49.7% | 75.2%-25.5pp | 77.0%-27.3pp | 69.9%-20.2pp |
| Annual return | -7.22% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,532 | $1,759-12.9% | $2,485-38.4% | $2,111-27.4% |
| Participant deferral / active EE | $2,897 | $3,255-11.0% | $3,851-24.8% | $3,350-13.5% |
| Admin fee / account holder | $2 | $489-99.6% | $6,675-100.0% | $521-99.6% |