Filed December 5, 2017
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,235 |
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 | $48,013 | $100,801-52.4% | $149,730-67.9% | $73,412-34.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 27.33% | 265.34%-238.0pp | 276.70%-249.4pp | 59.30%-32.0pp |
| Employer contribution / active EE | $6,312 | $3,312+90.6% | $4,645+35.9% | $2,234+182.6% |
| Participant deferral / active EE | $12,440 | $6,404+94.2% | $6,843+81.8% | $3,806+226.9% |
| Admin fee / account holder | $6 | $181-96.8% | $9,310-99.9% | $158-96.3% |