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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $158,423 |
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 26 · EIN 37-6572947 | Advisory (Participants) | $104,594 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,865 |
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 | $138,703 | $122,219+13.5% | $147,096-5.7% | $199,921-30.6% |
| Participation rate | 98.1% | 78.3%+19.9pp | 82.2%+15.9pp | 72.0%+26.1pp |
| Annual return | 15.89% | 30.59%-14.7pp | 419.75%-403.9pp | 34.28%-18.4pp |
| Employer contribution / active EE | $2,618 | $4,096-36.1% | $4,936-47.0% | $3,035-13.8% |
| Participant deferral / active EE | $9,951 | $8,503+17.0% | $8,071+23.3% | $5,089+95.5% |
| Admin fee / account holder | $127 | $179-29.2% | $13,005-99.0% | $269-52.9% |