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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,945 | $51,244-53.3% | $80,977-70.4% | $55,167-56.6% |
| Participation rate | 63.7% | 71.7%-8.0pp | 75.8%-12.1pp | 69.0%-5.3pp |
| Annual return | 34.20% | 17.39%+16.8pp | 17.11%+17.1pp | 169.23%-135.0pp |
| Employer contribution / active EE | $66 | $1,770-96.3% | $3,715-98.2% | $1,963-96.6% |
| Participant deferral / active EE | $8,629 | $4,418+95.3% | $5,696+51.5% | $3,054+182.5% |
| Admin fee / account holder | $4 | $398-98.9% | $5,517-99.9% | $504-99.1% |