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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,711 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,501 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $19,558 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $14,700 |
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 | $233,986 | $95,438+145.2% | $135,998+72.1% | $74,478+214.2% |
| Participation rate | 99.1% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 18.42% | 32.61%-14.2pp | 68.37%-50.0pp | 34.37%-16.0pp |
| Employer contribution / active EE | $11,581 | $3,878+198.7% | $4,860+138.3% | $2,637+339.2% |
| Participant deferral / active EE | $12,382 | $7,790+58.9% | $7,761+59.6% | $4,530+173.3% |
| Admin fee / account holder | $130 | $259-49.6% | $10,769-98.8% | $347-62.4% |