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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $151,368 |
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 | $129,999 | $105,173+23.6% | $87,102+49.2% | $77,775+67.1% |
| Participation rate | 99.6% | 85.8%+13.8pp | 76.9%+22.7pp | 73.2%+26.3pp |
| Annual return | 19.78% | 24.52%-4.7pp | 28.19%-8.4pp | 32.58%-12.8pp |
| Employer contribution / active EE | $5,374 | $2,890+85.9% | $2,521+113.1% | $2,504+114.6% |
| Participant deferral / active EE | $6,352 | $5,048+25.8% | $4,048+56.9% | $3,966+60.2% |
| Admin fee / account holder | $97 | $105-6.9% | $7,493-98.7% | $100-2.7% |