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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,538 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,349 |
Filed as: EMPOWER Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Securities broker... | $9,017 |
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 | $463,504 | $45,343+922.2% | $150,298+208.4% | $67,986+581.8% |
| Participation rate | 95.6% | 51.9%+43.7pp | 77.8%+17.8pp | 57.2%+38.4pp |
| Annual return | 16.85% | 33.28%-16.4pp | 62.79%-45.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $8,587 | $1,462+487.4% | $4,154+106.7% | $2,019+325.4% |
| Participant deferral / active EE | $27,677 | $2,055+1247.0% | $5,453+407.6% | $3,358+724.2% |
| Admin fee / account holder | $159 | $2,250-92.9% | $14,116-98.9% | $3,203-95.0% |