| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $169,343 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $93,671 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $197,381 | $130,052+51.8% | $86,717+127.6% | $77,906+153.4% |
| Participation rate | 98.3% | 85.9%+12.4pp | 76.6%+21.8pp | 73.7%+24.6pp |
| Annual return | -18.45% | -12.73%-5.7pp | 35.97%-54.4pp | 12.16%-30.6pp |
| Employer contribution / active EE | $4,005 | $3,214+24.6% | $2,837+41.2% | $2,846+40.7% |
| Participant deferral / active EE | $16,335 | $5,741+184.5% | $4,657+250.8% | $4,805+239.9% |
| Admin fee / account holder | $97 | $132-26.6% | $7,494-98.7% | $133-27.0% |