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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,588 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,726 | $86,938-54.3% | $102,423-61.2% | $80,925-50.9% |
| Participation rate | 83.1% | 72.4%+10.7pp | 76.5%+6.6pp | 67.7%+15.5pp |
| Annual return | 48.05% | 18.89%+29.2pp | 29.42%+18.6pp | 35.65%+12.4pp |
| Employer contribution / active EE | $5,510 | $2,369+132.6% | $3,023+82.3% | $2,756+99.9% |
| Participant deferral / active EE | $10,639 | $4,120+158.2% | $5,054+110.5% | $4,299+147.5% |
| Admin fee / account holder | $52 | $8,053-99.4% | $9,455-99.5% | $6,940-99.3% |