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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $820 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,062 | $58,655-52.2% | $91,994-69.5% | $65,185-57.0% |
| Participation rate | 60.2% | 75.3%-15.1pp | 78.6%-18.4pp | 70.2%-10.0pp |
| Annual return | 30.29% | 33.92%-3.6pp | 69.04%-38.8pp | 29.38%+0.9pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,703 | $5,474+4.2% | $5,924-3.7% | $3,514+62.3% |
| Admin fee / account holder | $6 | $434-98.7% | $7,744-99.9% | $847-99.3% |