| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $260,904 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $115,852 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,000 |
MILLER KAPLAN ARASE LLP1+ years Service code 27 · EIN 95-2036255 | Advisory (Plan) | $17,200 |
CHARLES SCHWAB & CO., INC.1+ years Service code 99 | Other Fees | $0 |
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 | $133,476 | $122,128+9.3% | $147,117-9.3% | $200,096-33.3% |
| Participation rate | 93.9% | 78.2%+15.7pp | 82.2%+11.7pp | 72.0%+21.9pp |
| Annual return | 14.02% | 30.58%-16.6pp | 420.54%-406.5pp | 34.26%-20.2pp |
| Employer contribution / active EE | $4,245 | $4,093+3.7% | $4,932-13.9% | $3,038+39.8% |
| Participant deferral / active EE | $9,846 | $8,484+16.1% | $8,065+22.1% | $5,090+93.4% |
| Admin fee / account holder | $63 | $180-65.1% | $12,993-99.5% | $269-76.8% |