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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $92,271 | $77,816+18.6% | $123,552-25.3% | $64,173+43.8% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.3%+4.1pp | 69.6%+16.8pp |
| Annual return | -5.20% | 12.49%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $931 | $3,014-69.1% | $4,628-79.9% | $2,381-60.9% |
| Participant deferral / active EE | $6,859 | $5,240+30.9% | $6,426+6.7% | $3,470+97.7% |
| Admin fee / account holder | $110 | $5,519-98.0% | $9,285-98.8% | $4,887-97.7% |