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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,256 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,336 | $62,164-73.7% | $81,482-80.0% | $74,400-78.0% |
| Participation rate | 97.2% | 64.1%+33.1pp | 69.5%+27.7pp | 67.2%+30.0pp |
| Annual return | 12.15% | 16.50%-4.4pp | 24.79%-12.6pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $1,286 | $1,884-31.7% | $2,463-47.8% | $2,624-51.0% |
| Participant deferral / active EE | $3,477 | $3,230+7.6% | $3,885-10.5% | $4,348-20.0% |
| Admin fee / account holder | $126 | $1,923-93.5% | $5,761-97.8% | $1,944-93.5% |