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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $300,773 |
AMERICAN FUNDS1 year Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $122,496 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP INC Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,435 | $78,852+97.1% | $76,768+102.5% | $75,289+106.5% |
| Participation rate | 92.4% | 85.0%+7.4pp | 77.0%+15.4pp | 72.4%+20.0pp |
| Annual return | -3.00% | -1.29%-1.7pp | 2.43%-5.4pp | -0.04%-3.0pp |
| Employer contribution / active EE | $2,277 | $2,794-18.5% | $2,485-8.4% | $2,405-5.3% |
| Participant deferral / active EE | $7,582 | $4,800+58.0% | $3,852+96.8% | $3,739+102.8% |
| Admin fee / account holder | $88 | $79+11.6% | $6,676-98.7% | $102-13.8% |