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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,153 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,793 | $58,320-55.8% | $86,438-70.2% | $66,938-61.5% |
| Participation rate | 65.2% | 78.6%-13.4pp | 80.3%-15.1pp | 69.8%-4.6pp |
| Annual return | 13.82% | -9.71%+23.5pp | 4397.19%-4383.4pp | 1.58%+12.2pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,079 | $6,899+46.1% | $6,952+45.0% | $4,238+137.8% |
| Admin fee / account holder | $11 | $546-98.0% | $6,733-99.8% | $594-98.1% |