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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $23,380 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,175 | $121,341-88.3% | $189,520-92.5% | $79,393-82.1% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.8%+8.1pp | 70.7%+25.2pp |
| Annual return | 31.34% | 21.08%+10.3pp | 555.25%-523.9pp | 116.87%-85.5pp |
| Employer contribution / active EE | $2,173 | $3,915-44.5% | $6,161-64.7% | $2,428-10.5% |
| Participant deferral / active EE | $3,311 | $6,395-48.2% | $8,220-59.7% | $4,046-18.2% |
| Admin fee / account holder | $102 | $651-84.4% | $12,046-99.2% | $627-83.8% |