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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $20,211 |
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 | $9,844 | $82,163-88.0% | $125,363-92.1% | $64,814-84.8% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -1.44% | 3.49%-4.9pp | 572.15%-573.6pp | 32.84%-34.3pp |
| Employer contribution / active EE | $1,938 | $3,616-46.4% | $4,815-59.8% | $2,507-22.7% |
| Participant deferral / active EE | $4,771 | $7,175-33.5% | $7,447-35.9% | $4,310+10.7% |
| Admin fee / account holder | $46 | $163-71.7% | $10,005-99.5% | $188-75.4% |