Filed March 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,897 | $44,473-46.3% | $76,518-68.8% | $55,725-57.1% |
| Participation rate | 48.6% | 51.0%-2.3pp | 68.0%-19.4pp | 70.9%-22.2pp |
| Annual return | -0.51% | -2.01%+1.5pp | -0.27%-0.2pp | 244.93%-245.4pp |
| Employer contribution / active EE | $1,196 | $1,101+8.6% | $2,647-54.8% | $2,078-42.4% |
| Participant deferral / active EE | $5,021 | $1,988+152.6% | $3,836+30.9% | $3,356+49.6% |
| Admin fee / account holder | $6 | $134-95.5% | $4,849-99.9% | $115-94.8% |