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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,829 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,688 | $46,332-87.7% | $143,797-96.0% | $64,824-91.2% |
| Participation rate | 80.3% | 64.2%+16.1pp | 80.3%0pp | 71.5%+8.8pp |
| Annual return | -16.10% | -10.05%-6.0pp | -0.04%-16.1pp | 32.84%-48.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,685 | $2,647+1.4% | $5,638-52.4% | $4,311-37.7% |
| Admin fee / account holder | $114 | $154-26.0% | $14,679-99.2% | $188-39.4% |