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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,360 | $88,186-39.5% | $165,071-67.7% | $74,459-28.3% |
| Participation rate | 63.0% | 73.1%-10.1pp | 78.6%-15.6pp | 67.2%-4.2pp |
| Annual return | 15.94% | 17.13%-1.2pp | 70.17%-54.2pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $2,019 | $2,600-22.3% | $4,347-53.6% | $2,626-23.1% |
| Participant deferral / active EE | $5,809 | $4,505+29.0% | $6,035-3.8% | $4,350+33.5% |
| Admin fee / account holder | $28 | $2,234-98.7% | $12,695-99.8% | $1,945-98.6% |