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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $942 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $75 |
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 | $27,128 | $91,439-70.3% | $135,974-80.0% | $71,511-62.1% |
| Participation rate | 99.4% | 75.7%+23.8pp | 81.9%+17.5pp | 67.9%+31.5pp |
| Annual return | 20.28% | 29.90%-9.6pp | 68.30%-48.0pp | 28.86%-8.6pp |
| Employer contribution / active EE | $2,661 | $3,705-28.2% | $4,859-45.2% | $2,589+2.8% |
| Participant deferral / active EE | $5,391 | $7,093-24.0% | $7,760-30.5% | $4,291+25.6% |
| Admin fee / account holder | $258 | $1,267-79.7% | $10,767-97.6% | $1,588-83.8% |