| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $168,673 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,991 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,433 | $144,879+74.9% | $111,319+127.7% | $93,010+172.5% |
| Participation rate | 98.2% | 86.1%+12.1pp | 77.3%+20.9pp | 73.9%+24.3pp |
| Annual return | 14.73% | 18.11%-3.4pp | 54.68%-39.9pp | 158.70%-144.0pp |
| Employer contribution / active EE | $4,047 | $3,052+32.6% | $2,732+48.1% | $2,705+49.6% |
| Participant deferral / active EE | $17,054 | $5,576+205.9% | $4,488+280.0% | $4,561+273.9% |
| Admin fee / account holder | $110 | $104+6.0% | $7,966-98.6% | $152-27.7% |