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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $130,918 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $53,967 |
Service code 10 · EIN 95-4345526 | Accounting | $17,500 |
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 | $283,241 | $95,438+196.8% | $135,998+108.3% | $74,478+280.3% |
| Participation rate | 97.5% | 78.2%+19.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 17.86% | 32.61%-14.7pp | 68.37%-50.5pp | 34.37%-16.5pp |
| Employer contribution / active EE | $9,272 | $3,878+139.1% | $4,860+90.8% | $2,637+251.6% |
| Participant deferral / active EE | $14,695 | $7,790+88.6% | $7,761+89.4% | $4,530+224.4% |
| Admin fee / account holder | $145 | $259-43.8% | $10,769-98.6% | $347-58.1% |