| 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 | $45,022+235.1% | $85,240+77.0% | $200,096-24.6% |
| Participation rate | 99.2% | 45.8%+53.4pp | 67.5%+31.7pp | 72.0%+27.2pp |
| Annual return | 24.70% | 21.00%+3.7pp | 66.75%-42.1pp | 34.26%-9.6pp |
| Employer contribution / active EE | $9,924 | $1,374+622.0% | $2,735+262.8% | $3,038+226.7% |
| Participant deferral / active EE | $9,872 | $2,682+268.1% | $4,527+118.1% | $5,090+94.0% |
| Admin fee / account holder | $100 | $585-82.9% | $6,165-98.4% | $269-62.8% |