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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,446 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,856 | $69,511-45.5% | $94,672-60.0% | $71,529-47.1% |
| Participation rate | 65.4% | 78.4%-13.0pp | 80.8%-15.4pp | 67.9%-2.6pp |
| Annual return | 40.70% | 29.67%+11.0pp | 156.89%-116.2pp | 28.97%+11.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $9,100 | $7,348+23.9% | $7,417+22.7% | $4,291+112.1% |
| Admin fee / account holder | $12 | $1,211-99.0% | $7,222-99.8% | $1,588-99.2% |