| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,423,229 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $304,846 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $14,950 |
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 | $99,855 | $68,330+46.1% | $149,740-33.3% | $96,393+3.6% |
| Participation rate | 97.8% | 74.6%+23.2pp | 78.8%+19.0pp | 71.3%+26.5pp |
| Annual return | 17.07% | 29.64%-12.6pp | 134.51%-117.4pp | 22.88%-5.8pp |
| Employer contribution / active EE | $5,737 | $2,139+168.2% | $4,821+19.0% | $3,239+77.1% |
| Participant deferral / active EE | $2,015 | $4,422-54.4% | $5,683-64.6% | $5,455-63.1% |
| Admin fee / account holder | $33 | $52-37.4% | $13,222-99.8% | $74-56.0% |