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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,565 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,898 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,102 |
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 | $101,202 | $81,948+23.5% | $90,760+11.5% | $64,819+56.1% |
| Participation rate | 93.2% | 80.5%+12.7pp | 75.7%+17.5pp | 71.5%+21.7pp |
| Annual return | -12.80% | -12.53%-0.3pp | -12.16%-0.6pp | 32.84%-45.6pp |
| Employer contribution / active EE | $4,008 | $3,067+30.7% | $2,922+37.2% | $2,507+59.9% |
| Participant deferral / active EE | $7,882 | $4,844+62.7% | $4,565+72.7% | $4,311+82.8% |
| Admin fee / account holder | $156 | $157-0.9% | $8,444-98.2% | $188-17.1% |