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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,785 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,935 | $56,638-89.5% | $169,385-96.5% | $74,440-92.0% |
| Participation rate | 91.6% | 67.5%+24.1pp | 77.2%+14.5pp | 70.7%+20.9pp |
| Annual return | 18.28% | 24.75%-6.5pp | 405.82%-387.5pp | 34.37%-16.1pp |
| Employer contribution / active EE | $590 | $2,027-70.9% | $4,012-85.3% | $2,638-77.6% |
| Participant deferral / active EE | $1,572 | $4,223-62.8% | $6,221-74.7% | $4,529-65.3% |
| Admin fee / account holder | $18 | $307-94.1% | $9,011-99.8% | $348-94.8% |