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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $12,159 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $211,396-100.0% | $83,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 77.9%-77.9pp | 4.3%-4.3pp |
| Annual return | -1.86% | 2.81%-4.7pp | -0.37%-1.5pp | 2.81%-4.7pp |
| Employer contribution / active EE | $0 | $16,358-100.0% | $27,460-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $11,212 | $775+1347.1% | $1,021+997.8% | $775+1347.1% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,063-100.0% | $1,639-100.0% |