| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $3,989,671 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,244,582 |
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 | $256,622 | $141,418+81.5% | $94,677+171.0% | $96,393+166.2% |
| Participation rate | 99.5% | 86.8%+12.7pp | 80.8%+18.6pp | 71.3%+28.2pp |
| Annual return | 22.54% | 21.96%+0.6pp | 156.95%-134.4pp | 22.88%-0.3pp |
| Employer contribution / active EE | $10,512 | $4,361+141.1% | $3,673+186.2% | $3,239+224.6% |
| Participant deferral / active EE | $29,311 | $10,695+174.1% | $7,418+295.1% | $5,455+437.3% |
| Admin fee / account holder | $34 | $82-58.9% | $7,222-99.5% | $74-54.2% |