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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $49,356 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,757 | $64,612-32.3% | $86,436-49.4% | $64,808-32.5% |
| Participation rate | 98.2% | 81.5%+16.7pp | 80.3%+17.9pp | 71.5%+26.7pp |
| Annual return | -7.23% | 0.66%-7.9pp | 4394.89%-4402.1pp | 32.82%-40.0pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $12,832 | $7,497+71.2% | $6,952+84.6% | $4,310+197.7% |
| Admin fee / account holder | $82 | $169-51.7% | $6,731-98.8% | $188-56.5% |