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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 | $106,247+98.5% | $147,096+43.4% | $77,714+171.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 25.36% | 56.87%-31.5pp | 419.75%-394.4pp | 31.26%-5.9pp |
| Employer contribution / active EE | $1,884 | $4,069-53.7% | $4,936-61.8% | $2,727-30.9% |
| Participant deferral / active EE | $11,931 | $7,996+49.2% | $8,071+47.8% | $4,649+156.6% |
| Admin fee / account holder | $46 | $338-86.3% | $13,005-99.6% | $433-89.3% |