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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,208 |
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 | $44,079 | $102,422-57.0% | $147,117-70.0% | $80,959-45.6% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 17.21% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $2,789 | $3,717-25.0% | $4,932-43.5% | $2,757+1.2% |
| Participant deferral / active EE | $5,239 | $6,652-21.2% | $8,065-35.0% | $4,300+21.8% |
| Admin fee / account holder | $79 | $7,953-99.0% | $12,993-99.4% | $6,925-98.9% |