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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,322 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS Service code 27 · EIN 48-1090544 | Advisory (Plan) | $48,572 |
RAINSBERGER WEALTH ADVISORS10+ years Service code 27 · EIN 48-1090544 | Advisory (Plan) | $13,445 |
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 | $23,608 | $50,919-53.6% | $155,556-84.8% | $77,762-69.6% |
| Participation rate | 94.5% | 63.1%+31.4pp | 78.2%+16.3pp | 70.6%+23.9pp |
| Annual return | 13.65% | 34.84%-21.2pp | 64.84%-51.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $3,215 | $1,991+61.4% | $4,675-31.2% | $2,728+17.9% |
| Participant deferral / active EE | $4,702 | $2,824+66.5% | $5,631-16.5% | $4,651+1.1% |
| Admin fee / account holder | $165 | $437-62.2% | $15,885-99.0% | $433-61.9% |