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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 | $101,499+102.7% | $147,005+39.9% | $74,546+176.0% |
| Participation rate | 97.9% | 75.5%+22.4pp | 82.2%+15.8pp | 67.2%+30.7pp |
| Annual return | 17.76% | 8732.34%-8714.6pp | 418.76%-401.0pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $10,225 | $3,811+168.3% | $4,934+107.2% | $2,624+289.6% |
| Participant deferral / active EE | $15,917 | $7,304+117.9% | $8,070+97.2% | $4,347+266.1% |
| Admin fee / account holder | $10 | $1,748-99.4% | $13,006-99.9% | $1,944-99.5% |