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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,860 |
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 | $35,795 | $93,598-61.8% | $135,974-73.7% | $75,173-52.4% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+8.0pp | 67.2%+22.7pp |
| Annual return | 24.48% | 30.89%-6.4pp | 68.30%-43.8pp | 160.72%-136.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,962 | $6,405+71.1% | $7,760+41.3% | $4,126+165.7% |
| Admin fee / account holder | $24 | $6,978-99.6% | $10,767-99.8% | $5,651-99.6% |