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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,224 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,952 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,060,950 | $81,233+1206.1% | $155,567+582.0% | $80,874+1211.9% |
| Participation rate | 93.0% | 66.2%+26.8pp | 78.2%+14.8pp | 67.6%+25.4pp |
| Annual return | 12.85% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $24,846 | $3,101+701.3% | $4,674+431.6% | $2,756+801.7% |
| Participant deferral / active EE | $17,142 | $3,452+396.6% | $5,628+204.6% | $4,297+298.9% |
| Admin fee / account holder | $355 | $7,998-95.6% | $15,916-97.8% | $6,935-94.9% |