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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,605 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,697 | $71,878-46.2% | $86,698-55.4% | $68,486-43.5% |
| Participation rate | 77.2% | 72.2%+4.9pp | 76.6%+0.6pp | 67.9%+9.3pp |
| Annual return | -18.87% | 3.53%-22.4pp | 35.95%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $18,068 | $3,779+378.1% | $4,656+288.0% | $4,028+348.6% |
| Admin fee / account holder | $12 | $6,113-99.8% | $7,493-99.8% | $5,404-99.8% |