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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,520 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,790 | $88,324+84.3% | $115,038+41.5% | $55,191+195.0% |
| Participation rate | 98.6% | 72.5%+26.1pp | 81.4%+17.2pp | 69.2%+29.4pp |
| Annual return | 0.74% | 6.30%-5.6pp | 26.14%-25.4pp | 10.78%-10.0pp |
| Employer contribution / active EE | $6,796 | $2,805+142.3% | $4,608+47.5% | $1,899+257.9% |
| Participant deferral / active EE | $10,742 | $5,042+113.0% | $6,026+78.3% | $3,046+252.6% |
| Admin fee / account holder | $3 | $105-97.4% | $8,175-100.0% | $91-97.0% |