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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 | $62,166-73.7% | $81,353-79.9% | $74,459-78.1% |
| Participation rate | 97.2% | 64.1%+33.1pp | 69.5%+27.7pp | 67.2%+30.0pp |
| Annual return | 12.15% | 16.50%-4.3pp | 24.82%-12.7pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $1,286 | $1,881-31.6% | $2,464-47.8% | $2,626-51.0% |
| Participant deferral / active EE | $3,477 | $3,223+7.9% | $3,885-10.5% | $4,350-20.1% |
| Admin fee / account holder | $126 | $1,925-93.5% | $5,766-97.8% | $1,945-93.5% |