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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,339 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $42,453 |
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 | $73,720 | $114,195-35.4% | $106,551-30.8% | $93,010-20.7% |
| Participation rate | 91.4% | 86.4%+5.0pp | 76.1%+15.2pp | 73.9%+17.5pp |
| Annual return | 13.66% | 22.18%-8.5pp | 26.80%-13.1pp | 158.70%-145.0pp |
| Employer contribution / active EE | $1,945 | $4,009-51.5% | $2,819-31.0% | $2,705-28.1% |
| Participant deferral / active EE | $3,818 | $5,908-35.4% | $4,398-13.2% | $4,561-16.3% |
| Admin fee / account holder | $43 | $105-59.4% | $7,408-99.4% | $152-71.9% |