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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,885 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,909 | $78,607-72.1% | $105,624-79.3% | $74,478-70.6% |
| Participation rate | 90.6% | 72.8%+17.8pp | 75.3%+15.3pp | 67.2%+23.4pp |
| Annual return | 37.07% | 15.96%+21.1pp | 116.20%-79.1pp | 1370.56%-1333.5pp |
| Employer contribution / active EE | $2,149 | $2,523-14.8% | $3,168-32.1% | $2,626-18.2% |
| Participant deferral / active EE | $3,435 | $4,325-20.6% | $5,013-31.5% | $4,350-21.0% |
| Admin fee / account holder | $25 | $2,220-98.9% | $10,961-99.8% | $1,946-98.7% |