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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $384,591 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $339,670 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,366 | $52,346+435.6% | $143,757+95.0% | $78,044+259.2% |
| Participation rate | 96.5% | 72.7%+23.8pp | 80.3%+16.2pp | 74.4%+22.0pp |
| Annual return | -17.76% | -14.19%-3.6pp | -0.04%-17.7pp | 10.87%-28.6pp |
| Employer contribution / active EE | $17,891 | $2,131+739.6% | $4,951+261.4% | $3,125+472.6% |
| Participant deferral / active EE | $16,554 | $3,800+335.6% | $5,637+193.7% | $5,084+225.6% |
| Admin fee / account holder | $107 | $63+69.4% | $14,673-99.3% | $79+36.1% |