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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $91,907 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,938 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER KAPLAN Service code 27 · EIN 95-2036255 | Advisory (Plan) | $20,200 |
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $19,886 |
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 | $255,715 | $122,128+109.4% | $147,117+73.8% | $200,096+27.8% |
| Participation rate | 99.4% | 78.2%+21.3pp | 82.2%+17.2pp | 72.0%+27.4pp |
| Annual return | 15.69% | 30.58%-14.9pp | 420.54%-404.8pp | 34.26%-18.6pp |
| Employer contribution / active EE | $12,780 | $4,093+212.3% | $4,932+159.1% | $3,038+320.7% |
| Participant deferral / active EE | $14,034 | $8,484+65.4% | $8,065+74.0% | $5,090+175.7% |
| Admin fee / account holder | $158 | $180-12.0% | $12,993-98.8% | $269-41.3% |