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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,925 |
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 | $23,597 | $51,166-53.9% | $70,544-66.5% | $71,511-67.0% |
| Participation rate | 93.9% | 59.4%+34.6pp | 68.4%+25.6pp | 67.9%+26.0pp |
| Annual return | 16.90% | 42.71%-25.8pp | 32.79%-15.9pp | 28.86%-12.0pp |
| Employer contribution / active EE | $1,299 | $1,793-27.6% | $2,976-56.4% | $2,589-49.8% |
| Participant deferral / active EE | $4,544 | $3,031+50.0% | $4,568-0.5% | $4,291+5.9% |
| Admin fee / account holder | $106 | $2,000-94.7% | $6,427-98.3% | $1,588-93.3% |