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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,710 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,040 | $81,476-26.3% | $102,383-41.4% | $80,925-25.8% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 16.04% | 25.59%-9.6pp | 24.94%-8.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $5,916 | $3,105+90.6% | $3,870+52.9% | $2,756+114.6% |
| Participant deferral / active EE | $8,054 | $3,871+108.1% | $5,060+59.2% | $4,299+87.4% |
| Admin fee / account holder | $38 | $6,717-99.4% | $8,391-99.5% | $6,940-99.5% |