| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $129,870 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $92,283 |
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 | $136,929 | $122,128+12.1% | $147,117-6.9% | $200,096-31.6% |
| Participation rate | 99.1% | 78.2%+20.9pp | 82.2%+16.9pp | 72.0%+27.0pp |
| Annual return | 15.76% | 30.58%-14.8pp | 420.54%-404.8pp | 34.26%-18.5pp |
| Employer contribution / active EE | $4,957 | $4,093+21.1% | $4,932+0.5% | $3,038+63.2% |
| Participant deferral / active EE | $7,836 | $8,484-7.6% | $8,065-2.8% | $5,090+53.9% |
| Admin fee / account holder | $53 | $180-70.6% | $12,993-99.6% | $269-80.4% |