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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $8,039 |
INTAC ACTUARIAL SERVICES1 year Service code 15 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $1,200 |
ASCENSUS LLC1 year Service code 28 · EIN 11-3665754 | Investment Management | $0 |
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 | $56,261 | $111,608-49.6% | $177,840-68.4% | $73,412-23.4% |
| Participation rate | 96.4% | 87.9%+8.5pp | 87.7%+8.6pp | 72.2%+24.2pp |
| Annual return | 61.84% | 18.23%+43.6pp | 48.32%+13.5pp | 59.30%+2.5pp |
| Employer contribution / active EE | $8,598 | $3,796+126.5% | $5,919+45.3% | $2,234+284.9% |
| Participant deferral / active EE | $16,084 | $6,199+159.5% | $7,714+108.5% | $3,806+322.6% |
| Admin fee / account holder | $30 | $166-81.6% | $12,431-99.8% | $158-80.8% |