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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,855 |
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 | $205,724 | $101,672+102.3% | $147,117+39.8% | $74,478+176.2% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.7pp | 67.2%+30.7pp |
| Annual return | 17.76% | 8757.83%-8740.1pp | 420.54%-402.8pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $10,225 | $3,813+168.1% | $4,932+107.3% | $2,626+289.3% |
| Participant deferral / active EE | $15,917 | $7,305+117.9% | $8,065+97.4% | $4,350+265.9% |
| Admin fee / account holder | $10 | $1,753-99.4% | $12,993-99.9% | $1,946-99.5% |