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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,452 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $65,248 |
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 | $138,983 | $107,415+29.4% | $135,998+2.2% | $80,187+73.3% |
| Participation rate | 98.3% | 78.0%+20.3pp | 81.9%+16.4pp | 72.9%+25.4pp |
| Annual return | 19.77% | 91.99%-72.2pp | 68.37%-48.6pp | 40.40%-20.6pp |
| Employer contribution / active EE | $3,027 | $3,878-21.9% | $4,860-37.7% | $2,980+1.6% |
| Participant deferral / active EE | $11,219 | $8,189+37.0% | $7,761+44.6% | $5,016+123.7% |
| Admin fee / account holder | $99 | $127-21.7% | $10,769-99.1% | $145-31.5% |