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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $149,329 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $27,089 |
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 | $82,328 | $106,264-22.5% | $147,117-44.0% | $77,762+5.9% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.8pp | 70.6%+26.3pp |
| Annual return | 14.84% | 56.94%-42.1pp | 420.54%-405.7pp | 31.27%-16.4pp |
| Employer contribution / active EE | $3,284 | $4,074-19.4% | $4,932-33.4% | $2,728+20.4% |
| Participant deferral / active EE | $3,963 | $8,003-50.5% | $8,065-50.9% | $4,651-14.8% |
| Admin fee / account holder | $142 | $334-57.5% | $12,993-98.9% | $433-67.2% |