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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $301,708 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $173,947 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $16,247 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,684 | $112,686+115.4% | $169,993+42.8% | $80,160+202.8% |
| Participation rate | 97.6% | 87.4%+10.2pp | 87.0%+10.6pp | 72.9%+24.6pp |
| Annual return | 15.79% | 67.04%-51.3pp | 53.37%-37.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $3,950 | $4,481-11.9% | $6,785-41.8% | $2,978+32.6% |
| Participant deferral / active EE | $9,276 | $7,876+17.8% | $10,408-10.9% | $5,017+84.9% |
| Admin fee / account holder | $155 | $99+56.5% | $12,815-98.8% | $145+7.0% |