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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,234 |
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.
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 | $26,821 | $51,244-47.7% | $80,977-66.9% | $55,167-51.4% |
| Participation rate | 45.7% | 71.7%-26.0pp | 75.8%-30.2pp | 69.0%-23.3pp |
| Annual return | 5.98% | 17.39%-11.4pp | 17.11%-11.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $731 | $1,770-58.7% | $3,715-80.3% | $1,963-62.7% |
| Participant deferral / active EE | $2,189 | $4,418-50.4% | $5,696-61.6% | $3,054-28.3% |
| Admin fee / account holder | $184 | $398-53.7% | $5,517-96.7% | $504-63.4% |