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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $260,839 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $159,998 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,321 | $108,617+74.3% | $108,410+74.6% | $93,030+103.5% |
| Participation rate | 73.6% | 83.1%-9.5pp | 80.1%-6.5pp | 73.9%-0.3pp |
| Annual return | 14.48% | 21.63%-7.2pp | 905.27%-890.8pp | 158.70%-144.2pp |
| Employer contribution / active EE | $972 | $3,249-70.1% | $3,558-72.7% | $2,706-64.1% |
| Participant deferral / active EE | $6,056 | $7,885-23.2% | $6,563-7.7% | $4,562+32.7% |
| Admin fee / account holder | $129 | $94+37.8% | $7,295-98.2% | $152-15.0% |