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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $146,978 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,466 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,464 | $82,188-19.1% | $125,391-47.0% | $64,824+2.5% |
| Participation rate | 95.7% | 77.9%+17.7pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | -17.53% | 3.50%-21.0pp | 572.41%-589.9pp | 32.84%-50.4pp |
| Employer contribution / active EE | $1,680 | $3,617-53.6% | $4,816-65.1% | $2,507-33.0% |
| Participant deferral / active EE | $3,420 | $7,177-52.4% | $7,448-54.1% | $4,311-20.7% |
| Admin fee / account holder | $136 | $163-16.9% | $10,009-98.6% | $188-27.8% |