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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 37 · EIN 23-1945930 | Loan Processing | $330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,317 | $37,044-50.6% | $71,796-74.5% | $57,658-68.2% |
| Participation rate | 5.4% | 61.1%-55.7pp | 69.1%-63.7pp | 70.2%-64.8pp |
| Annual return | 10.49% | 12.64%-2.2pp | 78.04%-67.5pp | 5.13%+5.4pp |
| Employer contribution / active EE | $160 | $720-77.8% | $1,924-91.7% | $1,974-91.9% |
| Participant deferral / active EE | $289 | $1,974-85.3% | $2,794-89.6% | $3,061-90.5% |
| Admin fee / account holder | $9 | $101-91.2% | $4,815-99.8% | $95-90.6% |