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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,190 |
Filed as: SILICON VALLEY ACCCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $27,620 |
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 | $73,007 | $80,177-8.9% | $123,894-41.1% | $57,658+26.6% |
| Participation rate | 80.2% | 74.4%+5.8pp | 81.4%-1.2pp | 70.2%+10.0pp |
| Annual return | 12.76% | 17.90%-5.1pp | 47.52%-34.8pp | 5.13%+7.6pp |
| Employer contribution / active EE | $2,172 | $2,913-25.4% | $4,617-52.9% | $1,974+10.1% |
| Participant deferral / active EE | $13,769 | $5,130+168.4% | $5,984+130.1% | $3,061+349.9% |
| Admin fee / account holder | $207 | $106+94.4% | $8,357-97.5% | $95+118.6% |