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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,324 |
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 | $108,034 | $89,367+20.9% | $141,191-23.5% | $72,975+48.0% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 23.63% | 111.87%-88.2pp | 71.41%-47.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $4,034 | $3,115+29.5% | $4,736-14.8% | $2,440+65.3% |
| Participant deferral / active EE | $7,601 | $5,419+40.3% | $6,710+13.3% | $3,608+110.7% |
| Admin fee / account holder | $299 | $5,957-95.0% | $10,264-97.1% | $5,124-94.2% |