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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 | $86,949-64.6% | $102,460-69.9% | $80,959-61.9% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.7%+30.9pp |
| Annual return | 52.27% | 18.89%+33.4pp | 29.47%+22.8pp | 35.67%+16.6pp |
| Employer contribution / active EE | $2,899 | $2,370+22.3% | $3,025-4.2% | $2,757+5.1% |
| Participant deferral / active EE | $4,277 | $4,121+3.8% | $5,056-15.4% | $4,300-0.5% |
| Admin fee / account holder | $98 | $8,048-98.8% | $9,460-99.0% | $6,925-98.6% |