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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,526 | $50,815-77.3% | $155,509-92.6% | $77,643-85.2% |
| Participation rate | 73.2% | 63.1%+10.1pp | 78.2%-4.9pp | 70.6%+2.7pp |
| Annual return | 16.52% | 34.80%-18.3pp | 64.67%-48.1pp | 31.24%-14.7pp |
| Employer contribution / active EE | $34 | $1,993-98.3% | $4,672-99.3% | $2,726-98.8% |
| Participant deferral / active EE | $2,347 | $2,822-16.8% | $5,626-58.3% | $4,647-49.5% |
| Admin fee / account holder | $148 | $437-66.1% | $15,912-99.1% | $430-65.6% |