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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $148,970 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $52,060 |
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 26 · EIN 37-6572947 | Advisory (Participants) | $51,145 |
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 | $126,720 | $107,415+18.0% | $135,998-6.8% | $80,187+58.0% |
| Participation rate | 99.1% | 78.0%+21.1pp | 81.9%+17.2pp | 72.9%+26.2pp |
| Annual return | 19.84% | 91.99%-72.2pp | 68.37%-48.5pp | 40.40%-20.6pp |
| Employer contribution / active EE | $2,889 | $3,878-25.5% | $4,860-40.5% | $2,980-3.0% |
| Participant deferral / active EE | $9,941 | $8,189+21.4% | $7,761+28.1% | $5,016+98.2% |
| Admin fee / account holder | $112 | $127-11.6% | $10,769-99.0% | $145-22.6% |