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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,554 | $80,992-80.8% | $96,534-83.9% | $75,173-79.3% |
| Participation rate | 94.7% | 71.8%+22.9pp | 76.0%+18.7pp | 67.2%+27.5pp |
| Annual return | 23.73% | 27.05%-3.3pp | 25.88%-2.2pp | 160.72%-137.0pp |
| Employer contribution / active EE | $2,607 | $2,283+14.2% | $2,965-12.1% | $2,671-2.4% |
| Participant deferral / active EE | $3,838 | $3,929-2.3% | $4,851-20.9% | $4,126-7.0% |
| Admin fee / account holder | $27 | $6,717-99.6% | $8,253-99.7% | $5,651-99.5% |