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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $148,853 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,958 |
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 | $150,867 | $44,898+236.0% | $85,187+77.1% | $199,960-24.6% |
| Participation rate | 99.2% | 45.7%+53.5pp | 67.5%+31.7pp | 72.0%+27.2pp |
| Annual return | 24.70% | 20.98%+3.7pp | 66.67%-42.0pp | 34.28%-9.6pp |
| Employer contribution / active EE | $9,924 | $1,367+625.7% | $2,732+263.2% | $3,036+226.9% |
| Participant deferral / active EE | $9,872 | $2,670+269.8% | $4,525+118.2% | $5,087+94.1% |
| Admin fee / account holder | $100 | $585-82.9% | $6,162-98.4% | $269-62.7% |