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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,235 |
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 | $140,392 | $65,223+115.2% | $80,022+75.4% | $55,725+151.9% |
| Participation rate | 87.6% | 80.6%+7.1pp | 75.8%+11.8pp | 70.9%+16.8pp |
| Annual return | -3.72% | 7.59%-11.3pp | 11.22%-14.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,320 | $2,544-48.1% | $2,468-46.5% | $2,078-36.5% |
| Participant deferral / active EE | $5,727 | $3,881+47.6% | $3,686+55.4% | $3,356+70.7% |
| Admin fee / account holder | $7 | $114-93.5% | $6,521-99.9% | $115-93.5% |