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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,278 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,598 |
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 | $115,511 | $66,457+73.8% | $81,438+41.8% | $77,671+48.7% |
| Participation rate | 96.7% | 68.7%+28.0pp | 69.5%+27.2pp | 70.6%+26.1pp |
| Annual return | 13.49% | 15.93%-2.4pp | 24.74%-11.3pp | 31.21%-17.7pp |
| Employer contribution / active EE | $4,053 | $2,159+87.7% | $2,460+64.7% | $2,726+48.6% |
| Participant deferral / active EE | $7,269 | $3,679+97.6% | $3,883+87.2% | $4,648+56.4% |
| Admin fee / account holder | $69 | $583-88.2% | $5,764-98.8% | $430-84.0% |