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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $117,465 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,132 | $88,874-45.8% | $123,544-61.0% | $75,289-36.1% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.3%+14.8pp | 72.4%+24.6pp |
| Annual return | 17.94% | 4.22%+13.7pp | 119.20%-101.3pp | -0.04%+18.0pp |
| Employer contribution / active EE | $3,190 | $3,256-2.0% | $4,628-31.1% | $2,405+32.6% |
| Participant deferral / active EE | $8,871 | $6,174+43.7% | $6,426+38.1% | $3,739+137.3% |
| Admin fee / account holder | $85 | $95-10.4% | $9,284-99.1% | $102-17.2% |