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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,264 |
Annual investment return 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).
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 | $6,480 | $39,898-83.8% | $121,208-94.7% | $55,725-88.4% |
| Participation rate | 93.0% | 61.2%+31.7pp | 71.8%+21.2pp | 70.9%+22.1pp |
| Annual return | -7.37% | -0.96%-6.4pp | 16.93%-24.3pp | 244.93%-252.3pp |
| Employer contribution / active EE | $873 | $1,295-32.6% | $4,023-78.3% | $2,078-58.0% |
| Participant deferral / active EE | $2,809 | $2,439+15.2% | $3,345-16.0% | $3,356-16.3% |
| Admin fee / account holder | $28 | $95-70.4% | $5,020-99.4% | $115-75.6% |