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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,181 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,181 | $82,188+172.8% | $125,401+78.8% | $64,829+245.8% |
| Participation rate | 99.5% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | -16.02% | 3.50%-19.5pp | 572.53%-588.5pp | 32.85%-48.9pp |
| Employer contribution / active EE | $9,721 | $3,617+168.7% | $4,816+101.9% | $2,507+287.7% |
| Participant deferral / active EE | $14,664 | $7,177+104.3% | $7,448+96.9% | $4,312+240.1% |
| Admin fee / account holder | $5 | $163-96.9% | $10,008-99.9% | $188-97.3% |