| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $3,351,713 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,149,919 |
PARNASSUS1 year Service code 28 · EIN 87-2269073 | Investment Management | $895,691 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $18,092 |
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 | $194,225 | $125,578+54.7% | $86,460+124.6% | $89,433+117.2% |
| Participation rate | 99.2% | 86.1%+13.1pp | 80.3%+18.9pp | 71.3%+27.9pp |
| Annual return | -16.86% | -16.42%-0.4pp | 4399.82%-4416.7pp | -11.88%-5.0pp |
| Employer contribution / active EE | $8,748 | $4,137+111.4% | $3,771+132.0% | $3,021+189.6% |
| Participant deferral / active EE | $24,679 | $9,976+147.4% | $6,954+254.9% | $5,125+381.6% |
| Admin fee / account holder | $36 | $94-61.3% | $6,727-99.5% | $79-54.0% |