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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,432 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,693 | $66,813-76.5% | $100,528-84.4% | $73,493-78.6% |
| Participation rate | 91.4% | 77.5%+14.0pp | 79.4%+12.0pp | 70.7%+20.7pp |
| Annual return | 45.28% | 25.70%+19.6pp | 30.90%+14.4pp | 28.51%+16.8pp |
| Employer contribution / active EE | $1,888 | $2,147-12.1% | $3,419-44.8% | $2,270-16.8% |
| Participant deferral / active EE | $3,986 | $5,883-32.2% | $6,271-36.4% | $3,740+6.6% |
| Admin fee / account holder | $72 | $512-85.9% | $8,084-99.1% | $513-85.9% |