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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,365 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,220 | $50,820-81.9% | $155,567-94.1% | $77,671-88.1% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.8pp |
| Annual return | 13.99% | 34.85%-20.9pp | 64.74%-50.7pp | 31.21%-17.2pp |
| Employer contribution / active EE | $1,307 | $1,993-34.4% | $4,674-72.0% | $2,726-52.1% |
| Participant deferral / active EE | $2,017 | $2,823-28.5% | $5,628-64.2% | $4,648-56.6% |
| Admin fee / account holder | $151 | $436-65.4% | $15,916-99.1% | $430-65.0% |