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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,622 |
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 | $126,642 | $74,024+71.1% | $78,002+62.4% | $57,658+119.6% |
| Participation rate | 86.6% | 79.7%+6.9pp | 75.5%+11.1pp | 70.2%+16.4pp |
| Annual return | 8.21% | 12.14%-3.9pp | 425.99%-417.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,233 | $2,365-47.9% | $2,470-50.1% | $1,974-37.5% |
| Participant deferral / active EE | $5,173 | $3,533+46.4% | $3,497+47.9% | $3,061+69.0% |
| Admin fee / account holder | $8 | $93-91.9% | $5,481-99.9% | $95-92.0% |