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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,539 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,526 | $50,820-77.3% | $155,567-92.6% | $77,671-85.2% |
| Participation rate | 73.2% | 63.1%+10.1pp | 78.2%-4.9pp | 70.6%+2.7pp |
| Annual return | 16.52% | 34.85%-18.3pp | 64.74%-48.2pp | 31.21%-14.7pp |
| Employer contribution / active EE | $34 | $1,993-98.3% | $4,674-99.3% | $2,726-98.8% |
| Participant deferral / active EE | $2,347 | $2,823-16.9% | $5,628-58.3% | $4,648-49.5% |
| Admin fee / account holder | $148 | $436-66.0% | $15,916-99.1% | $430-65.6% |