| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $3,019,102 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,054,930 |
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 | $244,992 | $159,295+53.8% | $108,421+126.0% | $106,520+130.0% |
| Participation rate | 99.2% | 85.5%+13.7pp | 80.1%+19.0pp | 71.3%+27.9pp |
| Annual return | 19.48% | 17.79%+1.7pp | 905.61%-886.1pp | 19.28%+0.2pp |
| Employer contribution / active EE | $8,632 | $3,803+127.0% | $3,560+142.5% | $2,840+203.9% |
| Participant deferral / active EE | $25,065 | $9,392+166.9% | $6,564+281.9% | $4,948+406.6% |
| Admin fee / account holder | $40 | $99-59.2% | $7,298-99.4% | $75-46.0% |