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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 | $75,058-44.4% | $152,301-72.6% | $64,340-35.1% |
| Participation rate | 71.8% | 60.9%+10.9pp | 82.4%-10.7pp | 55.2%+16.5pp |
| Annual return | 21.99% | 29.93%-7.9pp | 80.50%-58.5pp | 24.14%-2.2pp |
| Employer contribution / active EE | $3,065 | $2,605+17.7% | $4,624-33.7% | $1,862+64.6% |
| Participant deferral / active EE | $5,174 | $5,041+2.6% | $8,004-35.4% | $2,980+73.6% |
| Admin fee / account holder | $13 | $4,050-99.7% | $14,398-99.9% | $3,703-99.6% |