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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP Service code 21 P.O. BOX 2900 · VALLEY FORGE, PA 19087 | Bank Trustee | $29,360 |
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 | $210,930 | $106,164+98.7% | $147,041+43.4% | $77,692+171.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 25.36% | 56.81%-31.5pp | 419.21%-393.8pp | 31.25%-5.9pp |
| Employer contribution / active EE | $1,884 | $4,066-53.7% | $4,935-61.8% | $2,726-30.9% |
| Participant deferral / active EE | $11,931 | $7,993+49.3% | $8,071+47.8% | $4,648+156.7% |
| Admin fee / account holder | $46 | $338-86.3% | $13,006-99.6% | $431-89.2% |