| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,907,041 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,015,958 |
Service code 99 · EIN 94-1737782 | Other Fees | $261,716 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,177 | $167,668+88.0% | $100,415+213.9% | $106,553+195.8% |
| Participation rate | 99.2% | 87.6%+11.6pp | 81.5%+17.6pp | 69.8%+29.3pp |
| Annual return | 16.74% | 18.33%-1.6pp | 49.47%-32.7pp | 17.37%-0.6pp |
| Employer contribution / active EE | $10,615 | $4,908+116.3% | $3,943+169.2% | $3,359+216.1% |
| Participant deferral / active EE | $30,920 | $11,427+170.6% | $8,091+282.1% | $5,562+455.9% |
| Admin fee / account holder | $17 | $94-81.5% | $7,906-99.8% | $80-78.2% |