| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $102,208 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,517 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, LLC. Service code 99 | Other Fees | $0 |
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 | $51,806 | $95,388-45.7% | $125,401-58.7% | $77,906-33.5% |
| Participation rate | 98.8% | 78.6%+20.2pp | 82.4%+16.4pp | 73.7%+25.1pp |
| Annual return | -1.20% | 116.19%-117.4pp | 572.53%-573.7pp | 12.16%-13.4pp |
| Employer contribution / active EE | $5,945 | $3,666+62.1% | $4,816+23.4% | $2,846+108.9% |
| Participant deferral / active EE | $12,018 | $7,711+55.9% | $7,448+61.4% | $4,805+150.1% |
| Admin fee / account holder | $29 | $119-75.7% | $10,008-99.7% | $133-78.2% |