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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,280 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,324 | $104,336+160.0% | $159,495+70.1% | $86,828+212.5% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.8%+16.2pp | 72.3%+26.7pp |
| Annual return | 16.73% | 26.32%-9.6pp | 263.72%-247.0pp | 97.95%-81.2pp |
| Employer contribution / active EE | $9,574 | $3,451+177.4% | $4,831+98.2% | $2,406+297.9% |
| Participant deferral / active EE | $14,410 | $6,837+110.8% | $7,354+96.0% | $4,132+248.7% |
| Admin fee / account holder | $6 | $172-96.8% | $10,804-99.9% | $170-96.7% |