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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,787 |
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 | $133,377 | $89,274+49.4% | $149,721-10.9% | $77,958+71.1% |
| Participation rate | 98.6% | 87.6%+11.0pp | 87.1%+11.5pp | 71.6%+26.9pp |
| Annual return | 16.70% | 20.36%-3.7pp | 1501.67%-1485.0pp | 20.87%-4.2pp |
| Employer contribution / active EE | $3,360 | $3,727-9.8% | $5,444-38.3% | $2,310+45.4% |
| Participant deferral / active EE | $6,569 | $5,382+22.0% | $6,5680% | $3,537+85.7% |
| Admin fee / account holder | $32 | $240-86.5% | $11,282-99.7% | $97-66.6% |