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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $166,323 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $127,598 |
Service code 99 | Other Fees | $0 |
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 | $103,876 | $122,259-15.0% | $147,041-29.4% | $199,874-48.0% |
| Participation rate | 98.7% | 78.3%+20.4pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 19.11% | 30.58%-11.5pp | 419.21%-400.1pp | 34.28%-15.2pp |
| Employer contribution / active EE | $5,468 | $4,097+33.5% | $4,935+10.8% | $3,036+80.1% |
| Participant deferral / active EE | $19,830 | $8,504+133.2% | $8,071+145.7% | $5,090+289.6% |
| Admin fee / account holder | $48 | $179-73.0% | $13,006-99.6% | $269-82.1% |