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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,820 |
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 | $113,131 | $72,770+55.5% | $67,652+67.2% | $55,191+105.0% |
| Participation rate | 98.8% | 78.8%+20.0pp | 75.7%+23.1pp | 69.2%+29.6pp |
| Annual return | 0.05% | -3.26%+3.3pp | 6625.40%-6625.4pp | 10.78%-10.7pp |
| Employer contribution / active EE | $4,896 | $1,769+176.7% | $2,266+116.1% | $1,899+157.8% |
| Participant deferral / active EE | $5,340 | $3,408+56.7% | $3,560+50.0% | $3,046+75.3% |
| Admin fee / account holder | $18 | $79-76.8% | $4,821-99.6% | $91-79.8% |