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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 | $106,164+22.0% | $147,041-11.9% | $77,692+66.7% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 15.28% | 56.81%-41.5pp | 419.21%-403.9pp | 31.25%-16.0pp |
| Employer contribution / active EE | $3,628 | $4,066-10.8% | $4,935-26.5% | $2,726+33.1% |
| Participant deferral / active EE | $11,189 | $7,993+40.0% | $8,071+38.6% | $4,648+140.7% |
| Admin fee / account holder | $152 | $338-55.1% | $13,006-98.8% | $431-64.8% |