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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,378 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $21,375 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES CORP Service code 16 · EIN 06-1685865 | Consulting | $21,375 |
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 | $75,975 | $93,131-18.4% | $106,551-28.7% | $86,813-12.5% |
| Participation rate | 91.6% | 81.4%+10.2pp | 76.1%+15.5pp | 72.3%+19.3pp |
| Annual return | 22.10% | 19.45%+2.6pp | 26.80%-4.7pp | 97.93%-75.8pp |
| Employer contribution / active EE | $2,328 | $2,895-19.6% | $2,819-17.4% | $2,406-3.2% |
| Participant deferral / active EE | $4,662 | $4,708-1.0% | $4,398+6.0% | $4,131+12.8% |
| Admin fee / account holder | $135 | $145-7.2% | $7,408-98.2% | $170-20.6% |