| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $124,828 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,723 |
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 | $78,538 | $107,415-26.9% | $135,998-42.3% | $80,187-2.1% |
| Participation rate | 99.7% | 78.0%+21.7pp | 81.9%+17.8pp | 72.9%+26.8pp |
| Annual return | 23.80% | 91.99%-68.2pp | 68.37%-44.6pp | 40.40%-16.6pp |
| Employer contribution / active EE | $10,392 | $3,878+168.0% | $4,860+113.8% | $2,980+248.8% |
| Participant deferral / active EE | $16,527 | $8,189+101.8% | $7,761+113.0% | $5,016+229.5% |
| Admin fee / account holder | $37 | $127-70.5% | $10,769-99.7% | $145-74.2% |