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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,140 |
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 | $170,851 | $75,388+126.6% | $123,553+38.3% | $55,727+206.6% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.3%+17.1pp | 70.9%+28.5pp |
| Annual return | -3.96% | 4.48%-8.4pp | 119.21%-123.2pp | 244.94%-248.9pp |
| Employer contribution / active EE | $7,376 | $3,063+140.8% | $4,628+59.4% | $2,078+254.9% |
| Participant deferral / active EE | $11,947 | $5,651+111.4% | $6,426+85.9% | $3,356+256.0% |
| Admin fee / account holder | $1 | $120-98.8% | $9,284-100.0% | $115-98.8% |