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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $269,485 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,000 |
Service code 99 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,923 | $73,283-26.4% | $155,509-65.3% | $106,382-49.3% |
| Participation rate | 99.5% | 73.3%+26.2pp | 78.2%+21.3pp | 69.9%+29.6pp |
| Annual return | 14.05% | 15.77%-1.7pp | 64.67%-50.6pp | 17.37%-3.3pp |
| Employer contribution / active EE | $5,148 | $2,247+129.1% | $4,672+10.2% | $3,364+53.1% |
| Participant deferral / active EE | $1,530 | $4,580-66.6% | $5,626-72.8% | $5,569-72.5% |
| Admin fee / account holder | $21 | $56-63.2% | $15,912-99.9% | $79-74.0% |