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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $186,306 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $174,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,530 | $90,064+122.7% | $100,415+99.7% | $77,762+157.9% |
| Participation rate | 67.3% | 81.3%-14.0pp | 81.5%-14.2pp | 70.6%-3.3pp |
| Annual return | 14.38% | 20.61%-6.2pp | 49.47%-35.1pp | 31.27%-16.9pp |
| Employer contribution / active EE | $989 | $3,043-67.5% | $3,943-74.9% | $2,728-63.7% |
| Participant deferral / active EE | $6,781 | $8,282-18.1% | $8,091-16.2% | $4,651+45.8% |
| Admin fee / account holder | $143 | $172-16.6% | $7,906-98.2% | $433-66.9% |