| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $298,518 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $230,567 |
MERCER3 years Filed as: MERCER INVEST CONSULTING, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $64,999 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $241,713 | $118,337+104.3% | $189,534+27.5% | $93,010+159.9% |
| Participation rate | 97.5% | 89.1%+8.5pp | 87.8%+9.7pp | 73.9%+23.6pp |
| Annual return | 14.00% | 21.77%-7.8pp | 555.39%-541.4pp | 158.70%-144.7pp |
| Employer contribution / active EE | $6,002 | $4,204+42.8% | $6,162-2.6% | $2,705+121.8% |
| Participant deferral / active EE | $7,421 | $7,123+4.2% | $8,220-9.7% | $4,561+62.7% |
| Admin fee / account holder | $177 | $100+77.8% | $12,049-98.5% | $152+16.8% |