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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,642 |
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 | $28,815 | $54,690-47.3% | $76,030-62.1% | $74,478-61.3% |
| Participation rate | 91.1% | 60.3%+30.8pp | 69.1%+22.0pp | 67.2%+23.9pp |
| Annual return | 12.30% | 31.92%-19.6pp | 361.54%-349.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,469 | $1,781-17.5% | $2,688-45.4% | $2,626-44.1% |
| Participant deferral / active EE | $5,100 | $3,070+66.1% | $4,257+19.8% | $4,350+17.2% |
| Admin fee / account holder | $116 | $2,240-94.8% | $6,421-98.2% | $1,946-94.0% |