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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $164,319 |
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 | $135,657 | $104,544+29.8% | $96,564+40.5% | $80,187+69.2% |
| Participation rate | 99.1% | 86.4%+12.7pp | 76.0%+23.1pp | 72.9%+26.1pp |
| Annual return | 16.48% | 21.79%-5.3pp | 25.89%-9.4pp | 40.40%-23.9pp |
| Employer contribution / active EE | $6,563 | $3,527+86.1% | $2,967+121.2% | $2,980+120.3% |
| Participant deferral / active EE | $7,704 | $6,170+24.9% | $4,852+58.8% | $5,016+53.6% |
| Admin fee / account holder | $87 | $107-18.3% | $8,256-98.9% | $145-39.8% |