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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,648 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,817 | $56,640-89.7% | $78,002-92.5% | $55,167-89.5% |
| Participation rate | 90.1% | 73.3%+16.7pp | 75.5%+14.5pp | 69.0%+21.1pp |
| Annual return | 12.83% | 2868.48%-2855.6pp | 425.99%-413.2pp | 169.23%-156.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,178 | $2,778-21.6% | $3,497-37.7% | $3,054-28.7% |
| Admin fee / account holder | $9 | $467-98.1% | $5,481-99.8% | $504-98.2% |