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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,772 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,801 | $50,956-96.5% | $96,572-98.1% | $86,821-97.9% |
| Participation rate | 81.4% | 65.2%+16.1pp | 69.8%+11.6pp | 72.3%+9.1pp |
| Annual return | 83.91% | 21.27%+62.6pp | 37.79%+46.1pp | 97.94%-14.0pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,349 | $2,954-54.3% | $3,850-64.9% | $4,132-67.3% |
| Admin fee / account holder | $69 | $166-58.7% | $6,183-98.9% | $170-59.5% |