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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,170 |
Filed as: NEWFRONT RETIREMENT SVCS INC Service code 16 · EIN 80-0833114 | Consulting | $50,000 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $44,973 |
Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $22,200 |
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 | $148,068 | $95,352+55.3% | $135,925+8.9% | $74,434+98.9% |
| Participation rate | 98.2% | 78.2%+20.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 21.45% | 32.74%-11.3pp | 68.25%-46.8pp | 34.37%-12.9pp |
| Employer contribution / active EE | $6,691 | $3,877+72.6% | $4,857+37.8% | $2,638+153.7% |
| Participant deferral / active EE | $22,244 | $7,786+185.7% | $7,759+186.7% | $4,529+391.2% |
| Admin fee / account holder | $221 | $266-17.1% | $10,764-98.0% | $348-36.6% |