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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $109,101 |
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 | $16,488 | $114,842-85.6% | $159,495-89.7% | $101,555-83.8% |
| Participation rate | 81.0% | 71.6%+9.3pp | 82.8%-1.9pp | 74.5%+6.4pp |
| Annual return | 82.44% | 22.90%+59.5pp | 263.72%-181.3pp | 21.00%+61.4pp |
| Employer contribution / active EE | $795 | $3,203-75.2% | $4,831-83.5% | $2,972-73.3% |
| Participant deferral / active EE | $3,379 | $6,336-46.7% | $7,354-54.1% | $4,874-30.7% |
| Admin fee / account holder | $15 | $80-81.4% | $10,804-99.9% | $139-89.3% |