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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,790 |
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 | $34,422 | $98,982-65.2% | $162,171-78.8% | $65,185-47.2% |
| Participation rate | 76.6% | 85.8%-9.2pp | 87.6%-10.9pp | 70.2%+6.4pp |
| Annual return | 35.71% | 24.84%+10.9pp | 115.60%-79.9pp | 29.38%+6.3pp |
| Employer contribution / active EE | $3,820 | $3,467+10.2% | $5,613-31.9% | $2,177+75.5% |
| Participant deferral / active EE | $15,323 | $5,384+184.6% | $7,297+110.0% | $3,514+336.1% |
| Admin fee / account holder | $19 | $596-96.8% | $10,843-99.8% | $847-97.7% |