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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,655 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,469 | $66,813-51.4% | $100,535-67.7% | $73,497-55.8% |
| Participation rate | 86.9% | 77.5%+9.5pp | 79.4%+7.5pp | 70.7%+16.2pp |
| Annual return | 27.41% | 25.70%+1.7pp | 30.90%-3.5pp | 28.51%-1.1pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,489 | $5,883-23.7% | $6,271-28.4% | $3,740+20.0% |
| Admin fee / account holder | $16 | $512-96.8% | $8,085-99.8% | $513-96.8% |