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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $1,018,460 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,260 | $115,744-13.4% | $100,378-0.1% | $199,921-49.9% |
| Participation rate | 96.2% | 85.7%+10.6pp | 81.5%+14.7pp | 72.0%+24.2pp |
| Annual return | 13.00% | 17.79%-4.8pp | 49.41%-36.4pp | 34.28%-21.3pp |
| Employer contribution / active EE | $3,339 | $3,657-8.7% | $3,942-15.3% | $3,035+10.0% |
| Participant deferral / active EE | $8,707 | $9,844-11.6% | $8,087+7.7% | $5,089+71.1% |
| Admin fee / account holder | $117 | $93+25.8% | $7,899-98.5% | $269-56.6% |