| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $2,152,199 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $156,801 |
Filed as: QDRO CONSULTANTS CO Service code 16 · EIN 34-1820650 | Consulting | $8,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,514 | $68,062+53.6% | $185,854-43.8% | $106,520-1.9% |
| Participation rate | 98.1% | 75.2%+22.8pp | 81.7%+16.3pp | 71.3%+26.7pp |
| Annual return | 12.81% | 18.20%-5.4pp | 122.12%-109.3pp | 19.28%-6.5pp |
| Employer contribution / active EE | $5,417 | $1,997+171.2% | $5,169+4.8% | $2,840+90.7% |
| Participant deferral / active EE | $1,887 | $3,990-52.7% | $5,569-66.1% | $4,948-61.9% |
| Admin fee / account holder | $46 | $53-13.2% | $16,246-99.7% | $75-38.5% |