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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,038 |
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 | $169,603 | $74,347+128.1% | $93,621+81.2% | $67,582+151.0% |
| Participation rate | 87.1% | 80.6%+6.5pp | 75.8%+11.3pp | 71.3%+15.9pp |
| Annual return | 21.24% | 28.07%-6.8pp | 32.76%-11.5pp | 378.57%-357.3pp |
| Employer contribution / active EE | $1,328 | $2,583-48.6% | $2,719-51.2% | $2,148-38.2% |
| Participant deferral / active EE | $5,825 | $4,060+43.5% | $4,070+43.1% | $3,539+64.6% |
| Admin fee / account holder | $12 | $123-90.1% | $7,890-99.8% | $142-91.5% |