| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $189,132 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,193 |
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 | $236,376 | $104,544+126.1% | $96,564+144.8% | $80,187+194.8% |
| Participation rate | 98.7% | 86.4%+12.3pp | 76.0%+22.7pp | 72.9%+25.8pp |
| Annual return | 20.23% | 21.79%-1.6pp | 25.89%-5.7pp | 40.40%-20.2pp |
| Employer contribution / active EE | $4,365 | $3,527+23.8% | $2,967+47.1% | $2,980+46.5% |
| Participant deferral / active EE | $17,952 | $6,170+190.9% | $4,852+270.0% | $5,016+257.9% |
| Admin fee / account holder | $106 | $107-0.5% | $8,256-98.7% | $145-26.7% |