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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 50 · EIN 23-1945930 | Direct Payment | $1,545 |
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 | $12,109 | $62,177-80.5% | $81,370-85.1% | $74,478-83.7% |
| Participation rate | 96.0% | 64.1%+32.0pp | 69.5%+26.5pp | 67.2%+28.8pp |
| Annual return | 20.17% | 16.62%+3.6pp | 24.85%-4.7pp | 1370.56%-1350.4pp |
| Employer contribution / active EE | $2,244 | $1,881+19.3% | $2,464-8.9% | $2,626-14.6% |
| Participant deferral / active EE | $3,690 | $3,219+14.6% | $3,885-5.0% | $4,350-15.2% |
| Admin fee / account holder | $6 | $1,927-99.7% | $5,749-99.9% | $1,946-99.7% |