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| 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 | $122,259+12.0% | $147,041-6.9% | $199,874-31.5% |
| Participation rate | 99.1% | 78.3%+20.8pp | 82.2%+16.9pp | 72.0%+27.0pp |
| Annual return | 15.76% | 30.58%-14.8pp | 419.21%-403.5pp | 34.28%-18.5pp |
| Employer contribution / active EE | $4,957 | $4,097+21.0% | $4,935+0.5% | $3,036+63.3% |
| Participant deferral / active EE | $7,836 | $8,504-7.9% | $8,071-2.9% | $5,090+53.9% |
| Admin fee / account holder | $53 | $179-70.5% | $13,006-99.6% | $269-80.4% |