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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $160,129 |
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 | $143,683 | $176,471-18.6% | $95,968+49.7% | $90,274+59.2% |
| Participation rate | 99.5% | 86.6%+13.0pp | 77.1%+22.4pp | 73.4%+26.2pp |
| Annual return | 13.45% | 20.15%-6.7pp | 91.65%-78.2pp | 53.97%-40.5pp |
| Employer contribution / active EE | $5,606 | $2,783+101.4% | $2,542+120.6% | $2,523+122.2% |
| Participant deferral / active EE | $6,535 | $5,325+22.7% | $4,167+56.8% | $4,231+54.5% |
| Admin fee / account holder | $102 | $154-33.9% | $6,798-98.5% | $114-10.6% |