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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $903 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,454 | $80,177-87.0% | $123,894-91.6% | $57,658-81.9% |
| Participation rate | 91.8% | 74.4%+17.4pp | 81.4%+10.4pp | 70.2%+21.6pp |
| Annual return | 61.23% | 17.90%+43.3pp | 47.52%+13.7pp | 5.13%+56.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,498 | $5,130+7.2% | $5,984-8.1% | $3,061+79.6% |
| Admin fee / account holder | $3 | $106-97.5% | $8,357-100.0% | $95-97.2% |