Filed December 5, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,967 |
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 | $31,645 | $88,122-64.1% | $141,191-77.6% | $67,579-53.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 45.48% | 75.40%-29.9pp | 71.41%-25.9pp | 378.56%-333.1pp |
| Employer contribution / active EE | $5,742 | $3,224+78.1% | $4,736+21.2% | $2,148+167.3% |
| Participant deferral / active EE | $10,936 | $5,958+83.6% | $6,710+63.0% | $3,539+209.0% |
| Admin fee / account holder | $6 | $131-95.5% | $10,264-99.9% | $142-95.9% |