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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,174 |
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 | $41,850 | $102,393-59.1% | $147,041-71.5% | $80,911-48.3% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 16.18% | 134.95%-118.8pp | 419.21%-403.0pp | 35.63%-19.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,221 | $6,647+68.8% | $8,071+39.0% | $4,297+161.1% |
| Admin fee / account holder | $36 | $7,943-99.5% | $13,006-99.7% | $6,935-99.5% |