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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $111,771 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $61,565 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,426 | $95,388+26.2% | $125,339-3.9% | $77,904+54.6% |
| Participation rate | 97.7% | 78.6%+19.1pp | 82.4%+15.3pp | 73.7%+24.0pp |
| Annual return | -17.44% | 116.19%-133.6pp | 572.05%-589.5pp | 12.21%-29.6pp |
| Employer contribution / active EE | $2,855 | $3,666-22.1% | $4,814-40.7% | $2,848+0.3% |
| Participant deferral / active EE | $11,083 | $7,711+43.7% | $7,446+48.8% | $4,806+130.6% |
| Admin fee / account holder | $100 | $119-15.6% | $10,010-99.0% | $133-24.4% |