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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $159,234 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,602 | $144,879+14.3% | $111,319+48.8% | $93,010+78.0% |
| Participation rate | 99.4% | 86.1%+13.3pp | 77.3%+22.1pp | 73.9%+25.5pp |
| Annual return | 12.90% | 18.11%-5.2pp | 54.68%-41.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $6,260 | $3,052+105.1% | $2,732+129.2% | $2,705+131.4% |
| Participant deferral / active EE | $7,411 | $5,576+32.9% | $4,488+65.1% | $4,561+62.5% |
| Admin fee / account holder | $104 | $104+0.3% | $7,966-98.7% | $152-31.5% |