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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,468 |
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 | $212,395 | $92,076+130.7% | $105,607+101.1% | $77,736+173.2% |
| Participation rate | 89.6% | 81.0%+8.6pp | 75.3%+14.4pp | 70.6%+19.1pp |
| Annual return | 15.04% | 17.84%-2.8pp | 116.11%-101.1pp | 31.26%-16.2pp |
| Employer contribution / active EE | $1,595 | $3,370-52.7% | $3,167-49.6% | $2,728-41.5% |
| Participant deferral / active EE | $6,728 | $5,390+24.8% | $5,011+34.3% | $4,651+44.7% |
| Admin fee / account holder | $20 | $219-90.8% | $10,958-99.8% | $433-95.4% |