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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $9,354 |
RELATION INSURANCE SERVICES2+ years Service code 63 · EIN 26-4823657 1277 TREAT BOULEVARD · WALNUT CREEK, CA 94597 | 12b-1 Fees | $6,475 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 47-1566880 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Consulting | $6,251 |
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 | $9,057 | $60,454-85.0% | $81,844-88.9% | $74,459-87.8% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 22.66% | 16.87%+5.8pp | 778.87%-756.2pp | 1369.70%-1347.0pp |
| Employer contribution / active EE | $3,435 | $2,630+30.6% | $2,916+17.8% | $2,626+30.8% |
| Participant deferral / active EE | $2,536 | $3,398-25.4% | $4,323-41.3% | $4,350-41.7% |
| Admin fee / account holder | $40 | $1,490-97.3% | $7,355-99.4% | $1,945-97.9% |