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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,031 |
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 | $30,812 | $86,922-64.6% | $102,438-69.9% | $80,874-61.9% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.6%+30.9pp |
| Annual return | 52.27% | 18.90%+33.4pp | 29.37%+22.9pp | 35.62%+16.7pp |
| Employer contribution / active EE | $2,899 | $2,369+22.4% | $3,024-4.1% | $2,756+5.2% |
| Participant deferral / active EE | $4,277 | $4,119+3.8% | $5,054-15.4% | $4,297-0.5% |
| Admin fee / account holder | $98 | $8,050-98.8% | $9,448-99.0% | $6,935-98.6% |