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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,210 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $230,065 | $100,801+128.2% | $149,751+53.6% | $73,415+213.4% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 13.93% | 265.34%-251.4pp | 276.71%-262.8pp | 59.30%-45.4pp |
| Employer contribution / active EE | $9,454 | $3,312+185.5% | $4,646+103.5% | $2,234+323.2% |
| Participant deferral / active EE | $13,520 | $6,404+111.1% | $6,843+97.6% | $3,806+255.2% |
| Admin fee / account holder | $3 | $181-98.1% | $9,312-100.0% | $158-97.8% |