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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $441,959 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,520 | $54,890+50.3% | $63,517+29.9% | $59,188+39.4% |
| Participation rate | 98.2% | 75.6%+22.6pp | 71.0%+27.2pp | 69.4%+28.8pp |
| Annual return | -0.79% | 4.56%-5.3pp | -70.30%+69.5pp | 5.51%-6.3pp |
| Employer contribution / active EE | $4,933 | $1,831+169.4% | $2,322+112.5% | $2,098+135.1% |
| Participant deferral / active EE | $3,805 | $2,803+35.8% | $2,953+28.8% | $3,265+16.5% |
| Admin fee / account holder | $88 | $66+32.4% | $5,892-98.5% | $92-5.0% |