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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $204,090 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $133,646 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
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 | $123,329 | $107,415+14.8% | $135,998-9.3% | $80,187+53.8% |
| Participation rate | 95.9% | 78.0%+17.9pp | 81.9%+14.0pp | 72.9%+22.9pp |
| Annual return | 18.64% | 91.99%-73.4pp | 68.37%-49.7pp | 40.40%-21.8pp |
| Employer contribution / active EE | $3,784 | $3,878-2.4% | $4,860-22.1% | $2,980+27.0% |
| Participant deferral / active EE | $9,041 | $8,189+10.4% | $7,761+16.5% | $5,016+80.2% |
| Admin fee / account holder | $147 | $127+15.7% | $10,769-98.6% | $145+1.4% |