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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,012 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,391 | $56,540-78.1% | $185,849-93.3% | $86,821-85.7% |
| Participation rate | 97.3% | 65.5%+31.8pp | 81.7%+15.6pp | 72.3%+25.0pp |
| Annual return | 32.91% | 118.20%-85.3pp | 122.10%-89.2pp | 97.94%-65.0pp |
| Employer contribution / active EE | $1,041 | $1,844-43.6% | $5,169-79.9% | $2,406-56.7% |
| Participant deferral / active EE | $1,623 | $2,555-36.5% | $5,569-70.9% | $4,132-60.7% |
| Admin fee / account holder | $18 | $150-88.3% | $16,244-99.9% | $170-89.7% |