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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
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 | $4,337 | $88,324-95.1% | $115,038-96.2% | $55,191-92.1% |
| Participation rate | 97.9% | 72.5%+25.4pp | 81.4%+16.5pp | 69.2%+28.8pp |
| Annual return | 0.00% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,780 | $5,042-25.0% | $6,026-37.3% | $3,046+24.1% |
| Admin fee / account holder | $1 | $105-98.7% | $8,175-100.0% | $91-98.5% |