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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,507 |
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 | $28,710 | $82,678-65.3% | $125,391-77.1% | $68,490-58.1% |
| Participation rate | 81.0% | 75.1%+5.9pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -17.65% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $10,948 | $3,382+223.7% | $4,816+127.3% | $2,597+321.6% |
| Participant deferral / active EE | $8,842 | $6,111+44.7% | $7,448+18.7% | $4,028+119.5% |
| Admin fee / account holder | $50 | $6,277-99.2% | $10,009-99.5% | $5,403-99.1% |