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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $67,989 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,596 |
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 | $346,078 | $89,093+288.4% | $102,434+237.9% | $77,736+345.2% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 14.09% | 25.03%-10.9pp | 29.46%-15.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $8,975 | $2,699+232.5% | $3,023+196.9% | $2,728+229.0% |
| Participant deferral / active EE | $17,976 | $5,147+249.3% | $5,055+255.6% | $4,651+286.5% |
| Admin fee / account holder | $201 | $236-14.8% | $9,462-97.9% | $433-53.6% |