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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $149,179 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,678 |
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 | $93,606 | $110,483-15.3% | $145,433-35.6% | $79,634+17.5% |
| Participation rate | 96.9% | 71.1%+25.8pp | 82.1%+14.8pp | 62.5%+34.4pp |
| Annual return | 16.98% | 24.62%-7.6pp | 66.58%-49.6pp | 36.46%-19.5pp |
| Employer contribution / active EE | $3,301 | $4,053-18.5% | $4,554-27.5% | $2,529+30.5% |
| Participant deferral / active EE | $4,075 | $7,216-43.5% | $7,897-48.4% | $3,835+6.3% |
| Admin fee / account holder | $148 | $680-78.2% | $13,129-98.9% | $1,002-85.2% |