| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $365,402 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $348,284 |
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 | $340,916 | $69,238+392.4% | $185,854+83.4% | $101,555+235.7% |
| Participation rate | 99.0% | 73.5%+25.5pp | 81.7%+17.3pp | 74.5%+24.5pp |
| Annual return | 14.87% | 21.26%-6.4pp | 122.12%-107.3pp | 21.00%-6.1pp |
| Employer contribution / active EE | $17,376 | $2,104+725.7% | $5,169+236.2% | $2,972+484.6% |
| Participant deferral / active EE | $16,015 | $3,764+325.5% | $5,569+187.6% | $4,874+228.6% |
| Admin fee / account holder | $110 | $66+66.0% | $16,246-99.3% | $139-21.0% |