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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,305 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,054 | $104,479-82.7% | $159,474-88.7% | $79,391-77.3% |
| Participation rate | 92.2% | 76.6%+15.6pp | 82.8%+9.4pp | 70.7%+21.5pp |
| Annual return | 16.81% | 67.98%-51.2pp | 263.68%-246.9pp | 116.88%-100.1pp |
| Employer contribution / active EE | $2,078 | $3,417-39.2% | $4,831-57.0% | $2,428-14.4% |
| Participant deferral / active EE | $4,646 | $6,468-28.2% | $7,353-36.8% | $4,046+14.8% |
| Admin fee / account holder | $6 | $711-99.2% | $10,802-99.9% | $627-99.1% |