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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,876 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,300 |
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 | $357,768 | $84,499+323.4% | $125,391+185.3% | $66,949+434.4% |
| Participation rate | 86.6% | 76.4%+10.2pp | 82.4%+4.2pp | 69.8%+16.8pp |
| Annual return | -15.01% | -8.49%-6.5pp | 572.41%-587.4pp | 1.57%-16.6pp |
| Employer contribution / active EE | $18,384 | $3,554+417.3% | $4,816+281.7% | $2,545+622.2% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $96 | $685-85.9% | $10,009-99.0% | $594-83.8% |