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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $215,792 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,645 |
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 | $68,030 | $81,948-17.0% | $90,760-25.0% | $64,819+5.0% |
| Participation rate | 81.7% | 80.5%+1.2pp | 75.7%+6.0pp | 71.5%+10.2pp |
| Annual return | -13.92% | -12.53%-1.4pp | -12.16%-1.8pp | 32.84%-46.8pp |
| Employer contribution / active EE | $4,220 | $3,067+37.6% | $2,922+44.4% | $2,507+68.3% |
| Participant deferral / active EE | $7,956 | $4,844+64.2% | $4,565+74.3% | $4,311+84.5% |
| Admin fee / account holder | $147 | $157-6.2% | $8,444-98.3% | $188-21.5% |