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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,075 | $59,339+447.8% | $149,673+117.2% | $103,482+214.1% |
| Participation rate | 98.4% | 70.2%+28.2pp | 78.8%+19.6pp | 73.3%+25.1pp |
| Annual return | 26.47% | 77.78%-51.3pp | 134.42%-107.9pp | 33.11%-6.6pp |
| Employer contribution / active EE | $18,143 | $2,178+733.1% | $4,818+276.6% | $3,208+465.6% |
| Participant deferral / active EE | $17,788 | $3,716+378.7% | $5,680+213.2% | $5,207+241.6% |
| Admin fee / account holder | $112 | $103+8.4% | $13,210-99.2% | $114-2.2% |