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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,024 | $85,169-17.8% | $172,755-59.5% | $72,983-4.1% |
| Participation rate | 63.2% | 70.1%-6.9pp | 82.6%-19.5pp | 69.5%-6.3pp |
| Annual return | 21.79% | 27.32%-5.5pp | 802.94%-781.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,546 | $3,324-53.5% | $5,144-69.9% | $2,440-36.6% |
| Participant deferral / active EE | $3,349 | $3,260+2.7% | $5,198-35.6% | $3,608-7.2% |
| Admin fee / account holder | $5 | $5,880-99.9% | $13,955-100.0% | $5,124-99.9% |