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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,102 | $47,977-85.2% | $154,111-95.4% | $56,287-87.4% |
| Participation rate | 78.2% | 66.2%+12.1pp | 83.0%-4.8pp | 69.9%+8.4pp |
| Annual return | -5.36% | 3.54%-8.9pp | 735.18%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,208 | $2,392-7.7% | $5,081-56.5% | $3,350-34.1% |
| Admin fee / account holder | $1 | $438-99.7% | $13,411-100.0% | $521-99.7% |