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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) | $60,045 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $17,046 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 50 · EIN 95-2036255 | Direct Payment | $14,000 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,390 |
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 | $227,631 | $82,188+177.0% | $125,401+81.5% | $64,829+251.1% |
| Participation rate | 99.1% | 77.9%+21.2pp | 82.4%+16.7pp | 71.5%+27.6pp |
| Annual return | -15.21% | 3.50%-18.7pp | 572.53%-587.7pp | 32.85%-48.1pp |
| Employer contribution / active EE | $11,270 | $3,617+211.5% | $4,816+134.0% | $2,507+349.5% |
| Participant deferral / active EE | $12,427 | $7,177+73.1% | $7,448+66.8% | $4,312+188.2% |
| Admin fee / account holder | $92 | $163-43.9% | $10,008-99.1% | $188-51.2% |