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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120,758 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,684 |
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 | $175,345 | $59,016+197.1% | $88,179+98.9% | $100,573+74.3% |
| Participation rate | 99.4% | 28.1%+71.3pp | 69.1%+30.2pp | 70.9%+28.4pp |
| Annual return | 13.61% | 14.54%-0.9pp | 64.97%-51.4pp | 18.89%-5.3pp |
| Employer contribution / active EE | $10,344 | $1,685+513.9% | $2,549+305.8% | $3,763+174.9% |
| Participant deferral / active EE | $10,403 | $1,701+511.6% | $4,614+125.5% | $4,921+111.4% |
| Admin fee / account holder | $86 | $3,465-97.5% | $7,673-98.9% | $454-81.0% |