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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,607 |
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 | $39,386 | $101,499-61.2% | $147,005-73.2% | $74,546-47.2% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 20.52% | 8732.34%-8711.8pp | 418.76%-398.2pp | 1366.03%-1345.5pp |
| Employer contribution / active EE | $2,518 | $3,811-33.9% | $4,934-49.0% | $2,624-4.1% |
| Participant deferral / active EE | $6,736 | $7,304-7.8% | $8,070-16.5% | $4,347+54.9% |
| Admin fee / account holder | $61 | $1,748-96.5% | $13,006-99.5% | $1,944-96.8% |