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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,793 |
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 | $66,132 | $88,324-25.1% | $115,038-42.5% | $55,191+19.8% |
| Participation rate | 74.1% | 72.5%+1.6pp | 81.4%-7.3pp | 69.2%+4.9pp |
| Annual return | 9.07% | 6.30%+2.8pp | 26.14%-17.1pp | 10.78%-1.7pp |
| Employer contribution / active EE | $1,886 | $2,805-32.8% | $4,608-59.1% | $1,899-0.7% |
| Participant deferral / active EE | $11,389 | $5,042+125.9% | $6,026+89.0% | $3,046+273.8% |
| Admin fee / account holder | $8 | $105-92.4% | $8,175-99.9% | $91-91.2% |