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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,436 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,180 |
Service code 10 · EIN 77-0573994 | Accounting | $23,450 |
Filed as: NEWFRONT RETIREMENT SVCS INC Service code 16 · EIN 80-0833114 | Consulting | $20,833 |
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 | $115,440 | $82,188+40.5% | $125,391-7.9% | $64,824+78.1% |
| Participation rate | 99.1% | 77.9%+21.2pp | 82.4%+16.7pp | 71.5%+27.6pp |
| Annual return | -15.40% | 3.50%-18.9pp | 572.41%-587.8pp | 32.84%-48.2pp |
| Employer contribution / active EE | $5,882 | $3,617+62.6% | $4,816+22.1% | $2,507+134.6% |
| Participant deferral / active EE | $19,366 | $7,177+169.8% | $7,448+160.0% | $4,311+349.2% |
| Admin fee / account holder | $183 | $163+12.3% | $10,009-98.2% | $188-2.4% |