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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,198 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,201 | $43,730-81.2% | $66,674-87.7% | $64,097-87.2% |
| Participation rate | 90.4% | 50.7%+39.7pp | 73.7%+16.7pp | 55.2%+35.2pp |
| Annual return | 31.48% | 53.62%-22.1pp | 321.24%-289.8pp | 34.64%-3.2pp |
| Employer contribution / active EE | $2,013 | $1,673+20.3% | $2,620-23.2% | $1,891+6.4% |
| Participant deferral / active EE | $4,251 | $2,122+100.4% | $4,084+4.1% | $3,080+38.0% |
| Admin fee / account holder | $65 | $2,708-97.6% | $5,098-98.7% | $3,454-98.1% |