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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,366 |
Annual investment return 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).
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 | $3,949 | $48,576-91.9% | $169,452-97.7% | $56,287-93.0% |
| Participation rate | 82.2% | 65.8%+16.4pp | 77.8%+4.4pp | 69.9%+12.4pp |
| Annual return | -13.36% | -2.51%-10.8pp | 1.83%-15.2pp | -9.96%-3.4pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,179 | $3,275-2.9% | $5,277-39.8% | $3,350-5.1% |
| Admin fee / account holder | $8 | $435-98.2% | $9,110-99.9% | $521-98.5% |