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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,161 |
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 | $33,901 | $93,617-63.8% | $135,982-75.1% | $75,177-54.9% |
| Participation rate | 91.9% | 75.2%+16.7pp | 81.9%+10.0pp | 67.2%+24.7pp |
| Annual return | 27.36% | 30.89%-3.5pp | 68.32%-41.0pp | 160.75%-133.4pp |
| Employer contribution / active EE | $3,442 | $3,538-2.7% | $4,859-29.2% | $2,671+28.9% |
| Participant deferral / active EE | $7,363 | $6,406+14.9% | $7,760-5.1% | $4,126+78.4% |
| Admin fee / account holder | $46 | $6,980-99.3% | $10,767-99.6% | $5,651-99.2% |