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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 | $88,117-39.4% | $164,928-67.6% | $74,400-28.3% |
| Participation rate | 63.0% | 73.1%-10.1pp | 78.6%-15.6pp | 67.2%-4.2pp |
| Annual return | 15.94% | 17.27%-1.3pp | 70.08%-54.1pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $2,019 | $2,596-22.2% | $4,343-53.5% | $2,624-23.1% |
| Participant deferral / active EE | $5,809 | $4,501+29.0% | $6,034-3.7% | $4,348+33.6% |
| Admin fee / account holder | $28 | $2,230-98.7% | $12,684-99.8% | $1,944-98.6% |