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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $152,193 |
Filed as: ABD RETIREMENT SERVICES, INC Service code 16 · EIN 80-0833114 | Consulting | $67,500 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,575 |
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 | $76,070 | $87,621-13.2% | $86,460-12.0% | $77,906-2.4% |
| Participation rate | 99.3% | 85.8%+13.5pp | 80.3%+19.0pp | 73.7%+25.6pp |
| Annual return | -16.61% | -13.90%-2.7pp | 4399.82%-4416.4pp | 12.16%-28.8pp |
| Employer contribution / active EE | $5,315 | $3,474+53.0% | $3,771+41.0% | $2,846+86.7% |
| Participant deferral / active EE | $20,118 | $8,645+132.7% | $6,954+189.3% | $4,805+318.7% |
| Admin fee / account holder | $30 | $85-64.4% | $6,727-99.6% | $133-77.3% |