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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,848 |
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 | $6,675 | $47,180-85.9% | $149,723-95.5% | $74,473-91.0% |
| Participation rate | 84.6% | 63.4%+21.2pp | 78.8%+5.8pp | 70.7%+13.9pp |
| Annual return | 20.84% | 22.75%-1.9pp | 134.50%-113.7pp | 34.36%-13.5pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,473 | $2,730-9.4% | $5,682-56.5% | $4,530-45.4% |
| Admin fee / account holder | $72 | $343-79.2% | $13,215-99.5% | $347-79.4% |