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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,327 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $29,030 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,393 | $82,202+117.0% | $125,339+42.3% | $64,808+175.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -18.49% | 3.48%-22.0pp | 572.05%-590.5pp | 32.82%-51.3pp |
| Employer contribution / active EE | $17,477 | $3,615+383.4% | $4,814+263.1% | $2,506+597.5% |
| Participant deferral / active EE | $14,826 | $7,175+106.6% | $7,446+99.1% | $4,310+244.0% |
| Admin fee / account holder | $107 | $163-34.3% | $10,010-98.9% | $188-42.9% |