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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,733 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,752 |
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 | $64,768 | $104,497-38.0% | $159,487-59.4% | $79,389-18.4% |
| Participation rate | 95.5% | 76.6%+18.9pp | 82.8%+12.7pp | 70.7%+24.8pp |
| Annual return | 16.22% | 67.98%-51.8pp | 263.71%-247.5pp | 116.89%-100.7pp |
| Employer contribution / active EE | $3,832 | $3,418+12.1% | $4,831-20.7% | $2,428+57.8% |
| Participant deferral / active EE | $7,085 | $6,468+9.5% | $7,354-3.7% | $4,046+75.1% |
| Admin fee / account holder | $146 | $711-79.4% | $10,804-98.6% | $626-76.6% |