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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,895 |
Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $5,012 |
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 | $71,189 | $98,776-27.9% | $149,745-52.5% | $79,856-10.9% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.2pp | 69.6%+25.0pp |
| Annual return | 19.49% | 27.38%-7.9pp | 276.72%-257.2pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,576 | $3,217+11.2% | $4,646-23.0% | $2,471+44.7% |
| Participant deferral / active EE | $7,133 | $5,681+25.5% | $6,843+4.2% | $3,741+90.7% |
| Admin fee / account holder | $136 | $6,053-97.8% | $9,312-98.5% | $5,306-97.4% |