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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 | $106,164-22.5% | $147,041-44.0% | $77,692+6.0% |
| Participation rate | 96.9% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 14.84% | 56.81%-42.0pp | 419.21%-404.4pp | 31.25%-16.4pp |
| Employer contribution / active EE | $3,284 | $4,066-19.2% | $4,935-33.5% | $2,726+20.5% |
| Participant deferral / active EE | $3,963 | $7,993-50.4% | $8,071-50.9% | $4,648-14.7% |
| Admin fee / account holder | $142 | $338-58.0% | $13,006-98.9% | $431-67.0% |