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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3030907 6263 POPLAR AVE. · MEMPHIS, TN 38119 | Advisory (Participants) | $16,107 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552000 | Recordkeeping | $4,119 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,924 | $43,133+15.7% | $89,414-44.2% | $73,493-32.1% |
| Participation rate | 96.2% | 55.0%+41.3pp | 68.0%+28.2pp | 70.7%+25.5pp |
| Annual return | 24.85% | 135.66%-110.8pp | 245.50%-220.7pp | 28.51%-3.7pp |
| Employer contribution / active EE | $4,548 | $1,438+216.3% | $2,586+75.9% | $2,270+100.4% |
| Participant deferral / active EE | $3,582 | $2,445+46.5% | $3,890-7.9% | $3,740-4.2% |
| Admin fee / account holder | $185 | $444-58.2% | $4,883-96.2% | $513-63.9% |