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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,565 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,546 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,507 | $106,264+21.9% | $147,117-12.0% | $77,762+66.5% |
| Participation rate | 97.3% | 78.4%+18.8pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 15.28% | 56.94%-41.7pp | 420.54%-405.3pp | 31.27%-16.0pp |
| Employer contribution / active EE | $3,628 | $4,074-10.9% | $4,932-26.4% | $2,728+33.0% |
| Participant deferral / active EE | $11,189 | $8,003+39.8% | $8,065+38.7% | $4,651+140.6% |
| Admin fee / account holder | $152 | $334-54.6% | $12,993-98.8% | $433-65.0% |