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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $17,008 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,966 | $69,383-49.6% | $101,271-65.5% | $73,493-52.4% |
| Participation rate | 83.9% | 68.4%+15.5pp | 75.8%+8.1pp | 70.7%+13.2pp |
| Annual return | 21.65% | 18.46%+3.2pp | 46.48%-24.8pp | 28.51%-6.9pp |
| Employer contribution / active EE | $3,235 | $2,628+23.1% | $3,660-11.6% | $2,270+42.5% |
| Participant deferral / active EE | $5,663 | $3,301+71.6% | $4,371+29.6% | $3,740+51.4% |
| Admin fee / account holder | $106 | $704-85.0% | $5,948-98.2% | $513-79.4% |