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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,800 |
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 | $30,081 | $66,813-55.0% | $100,528-70.1% | $73,493-59.1% |
| Participation rate | 76.2% | 77.5%-1.2pp | 79.4%-3.2pp | 70.7%+5.6pp |
| Annual return | 27.32% | 25.70%+1.6pp | 30.90%-3.6pp | 28.51%-1.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,267 | $5,883+23.5% | $6,271+15.9% | $3,740+94.3% |
| Admin fee / account holder | $8 | $512-98.3% | $8,084-99.9% | $513-98.3% |