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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $915 |
Participant contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,270 | $61,214-47.3% | $83,327-61.3% | $56,289-42.7% |
| Participation rate | 94.4% | 72.6%+21.8pp | 77.8%+16.6pp | 69.9%+24.6pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.64%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,174 | $1,925-39.0% | $3,379-65.3% | $2,111-44.4% |
| Participant deferral / active EE | $2,156 | $5,091-57.6% | $5,565-61.3% | $3,350-35.6% |
| Admin fee / account holder | $4 | $512-99.1% | $7,540-99.9% | $521-99.2% |