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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,014 |
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 | $176,844 | $50,860+247.7% | $155,574+13.7% | $77,714+127.6% |
| Participation rate | 97.4% | 63.1%+34.3pp | 78.2%+19.2pp | 70.6%+26.8pp |
| Annual return | 14.05% | 34.86%-20.8pp | 64.87%-50.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $5,552 | $1,991+178.9% | $4,676+18.7% | $2,727+103.6% |
| Participant deferral / active EE | $6,493 | $2,825+129.9% | $5,629+15.3% | $4,649+39.7% |
| Admin fee / account holder | $10 | $436-97.7% | $15,914-99.9% | $433-97.7% |