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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,077 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,950 |
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 | $46,868 | $46,297+1.2% | $71,671-34.6% | $62,293-24.8% |
| Participation rate | 60.3% | 60.6%-0.3pp | 68.7%-8.4pp | 69.5%-9.2pp |
| Annual return | 13.29% | 22.32%-9.0pp | 20.65%-7.4pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,132 | $2,235+40.1% | $3,438-8.9% | $3,169-1.2% |
| Admin fee / account holder | $142 | $461-69.2% | $5,558-97.4% | $479-70.4% |