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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $446,880 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $438,276 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 29 · EIN 58-0946915 | Legal | $45,778 |
Service code 29 · EIN 26-0058143 | Legal | $28,222 |
BENDER GRAPHICS INC1 year Service code 38 · EIN 43-0678030 | Participant Communication | $5,047 |
Annual investment return 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 | $144,342 | $104,697+37.9% | $96,544+49.5% | $80,160+80.1% |
| Participation rate | 95.9% | 86.4%+9.5pp | 76.0%+19.9pp | 72.9%+22.9pp |
| Annual return | -7.61% | 21.78%-29.4pp | 25.84%-33.5pp | 40.38%-48.0pp |
| Employer contribution / active EE | $5,825 | $3,536+64.7% | $2,965+96.5% | $2,978+95.6% |
| Participant deferral / active EE | $9,281 | $6,188+50.0% | $4,851+91.3% | $5,017+85.0% |
| Admin fee / account holder | $125 | $107+17.4% | $8,252-98.5% | $145-13.5% |