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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 17 · EIN 26-0058143 | Pension Consulting | $59,845 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,284 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,367 | $119,446+112.1% | $150,045+68.9% | $85,563+196.1% |
| Participation rate | 98.1% | 75.4%+22.6pp | 82.3%+15.7pp | 66.0%+32.1pp |
| Annual return | 13.18% | 23.72%-10.5pp | 62.55%-49.4pp | 31.51%-18.3pp |
| Employer contribution / active EE | $10,561 | $4,078+159.0% | $4,693+125.0% | $2,654+298.0% |
| Participant deferral / active EE | $12,441 | $7,985+55.8% | $7,997+55.6% | $4,375+184.4% |
| Admin fee / account holder | $204 | $548-62.7% | $13,435-98.5% | $834-75.5% |