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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,430 |
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 | $41,744 | $88,360-52.8% | $145,433-71.3% | $67,986-38.6% |
| Participation rate | 71.8% | 65.5%+6.3pp | 82.1%-10.3pp | 57.2%+14.6pp |
| Annual return | 21.99% | 63.15%-41.2pp | 66.58%-44.6pp | 31.67%-9.7pp |
| Employer contribution / active EE | $3,065 | $3,054+0.4% | $4,554-32.7% | $2,019+51.8% |
| Participant deferral / active EE | $5,174 | $5,932-12.8% | $7,897-34.5% | $3,358+54.1% |
| Admin fee / account holder | $13 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |