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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 | $62,146-80.5% | $81,438-85.1% | $74,546-83.8% |
| Participation rate | 96.0% | 64.1%+32.0pp | 69.5%+26.5pp | 67.2%+28.8pp |
| Annual return | 20.17% | 16.49%+3.7pp | 24.74%-4.6pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $2,244 | $1,883+19.2% | $2,460-8.8% | $2,624-14.5% |
| Participant deferral / active EE | $3,690 | $3,229+14.3% | $3,883-5.0% | $4,347-15.1% |
| Admin fee / account holder | $6 | $1,922-99.7% | $5,764-99.9% | $1,944-99.7% |