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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $560 |
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 | $25,776 | $73,102-64.7% | $123,552-79.1% | $56,287-54.2% |
| Participation rate | 53.6% | 74.3%-20.7pp | 82.3%-28.7pp | 69.9%-16.3pp |
| Annual return | 38.71% | 3.01%+35.7pp | 119.20%-80.5pp | -9.96%+48.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,720 | $5,423+23.9% | $6,426+4.6% | $3,350+100.6% |
| Admin fee / account holder | $5 | $554-99.1% | $9,285-99.9% | $521-99.0% |