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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $11,102 |
THE VANGUARD GROUP, INC.2+ years Service code 37 · EIN 23-1945930 | Loan Processing | $1,945 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,318 | $44,425+17.8% | $67,834-22.9% | $55,167-5.2% |
| Participation rate | 55.8% | 59.7%-4.0pp | 68.8%-13.0pp | 69.0%-13.2pp |
| Annual return | 8.07% | 17.80%-9.7pp | 138.47%-130.4pp | 169.23%-161.2pp |
| Employer contribution / active EE | $254 | $1,351-81.2% | $2,403-89.4% | $1,963-87.0% |
| Participant deferral / active EE | $3,243 | $2,166+49.7% | $3,160+2.6% | $3,054+6.2% |
| Admin fee / account holder | $148 | $530-72.0% | $4,622-96.8% | $504-70.6% |