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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,815 |
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 | $146,924 | $75,284+95.2% | $91,004+61.4% | $69,631+111.0% |
| Participation rate | 93.7% | 80.4%+13.3pp | 75.6%+18.1pp | 70.7%+23.0pp |
| Annual return | 15.65% | 48.40%-32.7pp | 4.60%+11.1pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,339 | $2,473-45.9% | $2,456-45.5% | $2,032-34.1% |
| Participant deferral / active EE | $5,714 | $3,700+54.4% | $3,548+61.1% | $3,224+77.3% |
| Admin fee / account holder | $7 | $111-93.9% | $5,417-99.9% | $110-93.9% |