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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,196 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,515 | $84,784+138.9% | $98,462+105.7% | $74,473+171.9% |
| Participation rate | 89.7% | 81.5%+8.2pp | 75.2%+14.5pp | 70.7%+19.0pp |
| Annual return | 17.21% | 20.59%-3.4pp | 21.17%-4.0pp | 34.36%-17.1pp |
| Employer contribution / active EE | $1,534 | $3,364-54.4% | $3,049-49.7% | $2,638-41.9% |
| Participant deferral / active EE | $6,641 | $5,218+27.3% | $4,738+40.2% | $4,530+46.6% |
| Admin fee / account holder | $16 | $204-92.4% | $8,875-99.8% | $347-95.5% |