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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,158 |
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).
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 | $28,452 | $66,813-57.4% | $100,530-71.7% | $73,493-61.3% |
| Participation rate | 83.1% | 77.5%+5.6pp | 79.4%+3.7pp | 70.7%+12.4pp |
| Annual return | 29.15% | 25.70%+3.5pp | 30.89%-1.7pp | 28.51%+0.6pp |
| Employer contribution / active EE | $1,651 | $2,147-23.1% | $3,418-51.7% | $2,270-27.3% |
| Participant deferral / active EE | $9,391 | $5,883+59.6% | $6,271+49.8% | $3,740+151.1% |
| Admin fee / account holder | $13 | $512-97.5% | $8,083-99.8% | $513-97.5% |