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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $48,785 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,215 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,685 | $106,264+206.5% | $147,117+121.4% | $77,762+318.8% |
| Participation rate | 88.6% | 78.4%+10.1pp | 82.2%+6.4pp | 70.6%+18.0pp |
| Annual return | 11.86% | 56.94%-45.1pp | 420.54%-408.7pp | 31.27%-19.4pp |
| Employer contribution / active EE | $3,919 | $4,074-3.8% | $4,932-20.5% | $2,728+43.7% |
| Participant deferral / active EE | $10,165 | $8,003+27.0% | $8,065+26.0% | $4,651+118.6% |
| Admin fee / account holder | $103 | $334-69.2% | $12,993-99.2% | $433-76.2% |