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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,442 |
CERITY PARTNERS5 years Service code 50 99 PARK AVE · NEW YORK, NY 10016 | Direct Payment | $16,027 |
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 | $31,046 | $49,199-36.9% | $121,210-74.4% | $75,177-58.7% |
| Participation rate | 90.0% | 55.4%+34.6pp | 69.5%+20.5pp | 67.2%+22.8pp |
| Annual return | 18.64% | 56.04%-37.4pp | 987.41%-968.8pp | 160.75%-142.1pp |
| Employer contribution / active EE | $1,164 | $1,547-24.8% | $4,171-72.1% | $2,671-56.4% |
| Participant deferral / active EE | $4,122 | $2,630+56.7% | $4,084+0.9% | $4,126-0.1% |
| Admin fee / account holder | $227 | $3,946-94.2% | $5,647-96.0% | $5,651-96.0% |