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| 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 | $122,259+9.2% | $147,041-9.2% | $199,874-33.2% |
| Participation rate | 93.9% | 78.3%+15.7pp | 82.2%+11.8pp | 72.0%+21.9pp |
| Annual return | 14.02% | 30.58%-16.6pp | 419.21%-405.2pp | 34.28%-20.3pp |
| Employer contribution / active EE | $4,245 | $4,097+3.6% | $4,935-14.0% | $3,036+39.8% |
| Participant deferral / active EE | $9,846 | $8,504+15.8% | $8,071+22.0% | $5,090+93.4% |
| Admin fee / account holder | $63 | $179-65.0% | $13,006-99.5% | $269-76.7% |