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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,220 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,335 | $46,297-66.9% | $71,671-78.6% | $62,293-75.4% |
| Participation rate | 73.3% | 60.6%+12.6pp | 68.7%+4.5pp | 69.5%+3.8pp |
| Annual return | 20.01% | 22.32%-2.3pp | 20.65%-0.6pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,496 | $1,412+5.9% | $2,460-39.2% | $2,042-26.8% |
| Participant deferral / active EE | $2,667 | $2,235+19.3% | $3,438-22.4% | $3,169-15.8% |
| Admin fee / account holder | $19 | $461-95.9% | $5,558-99.7% | $479-96.1% |