| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $458,216 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $387,242 |
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 | $325,075 | $59,312+448.1% | $149,740+117.1% | $103,657+213.6% |
| Participation rate | 98.4% | 70.3%+28.1pp | 78.8%+19.6pp | 73.4%+25.0pp |
| Annual return | 26.47% | 78.03%-51.6pp | 134.51%-108.0pp | 33.13%-6.7pp |
| Employer contribution / active EE | $18,143 | $2,187+729.7% | $4,821+276.3% | $3,216+464.2% |
| Participant deferral / active EE | $17,788 | $3,719+378.2% | $5,683+213.0% | $5,218+240.9% |
| Admin fee / account holder | $112 | $103+8.8% | $13,222-99.2% | $114-2.1% |