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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,796 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,491 |
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 | $52,338 | $144,879-63.9% | $111,308-53.0% | $93,010-43.7% |
| Participation rate | 94.9% | 86.1%+8.7pp | 77.3%+17.6pp | 73.9%+21.0pp |
| Annual return | 17.82% | 18.11%-0.3pp | 54.67%-36.8pp | 158.70%-140.9pp |
| Employer contribution / active EE | $1,809 | $3,052-40.7% | $2,732-33.8% | $2,705-33.1% |
| Participant deferral / active EE | $4,884 | $5,576-12.4% | $4,487+8.8% | $4,561+7.1% |
| Admin fee / account holder | $113 | $104+9.2% | $7,965-98.6% | $152-25.5% |