Filed January 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,590 |
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 | $60,149 | $73,102-17.7% | $123,552-51.3% | $56,287+6.9% |
| Participation rate | 99.3% | 74.3%+24.9pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | -6.38% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $3,736 | $2,977+25.5% | $4,628-19.3% | $2,111+77.0% |
| Participant deferral / active EE | $10,193 | $5,423+88.0% | $6,426+58.6% | $3,350+204.3% |
| Admin fee / account holder | $113 | $554-79.5% | $9,285-98.8% | $521-78.2% |