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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $60,445 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,325 | $56,504-92.3% | $185,818-97.7% | $86,810-95.0% |
| Participation rate | 87.4% | 65.5%+21.9pp | 81.7%+5.7pp | 72.3%+15.1pp |
| Annual return | 17.92% | 118.09%-100.2pp | 122.06%-104.1pp | 97.92%-80.0pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,168-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,487 | $2,554-2.6% | $5,568-55.3% | $4,131-39.8% |
| Admin fee / account holder | $76 | $150-49.2% | $16,239-99.5% | $170-55.2% |