| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $134,942 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,393 |
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 | $96,736 | $122,128-20.8% | $147,117-34.2% | $200,096-51.7% |
| Participation rate | 98.8% | 78.2%+20.6pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 16.89% | 30.58%-13.7pp | 420.54%-403.7pp | 34.26%-17.4pp |
| Employer contribution / active EE | $8,495 | $4,093+107.6% | $4,932+72.2% | $3,038+179.7% |
| Participant deferral / active EE | $16,849 | $8,484+98.6% | $8,065+108.9% | $5,090+231.0% |
| Admin fee / account holder | $36 | $180-80.2% | $12,993-99.7% | $269-86.8% |