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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,319 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,787 | $61,214-51.3% | $83,323-64.3% | $56,287-47.1% |
| Participation rate | 87.6% | 72.6%+15.0pp | 77.8%+9.8pp | 69.9%+17.7pp |
| Annual return | -4.55% | 0.42%-5.0pp | 10.63%-15.2pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,990 | $5,091+37.3% | $5,565+25.6% | $3,350+108.7% |
| Admin fee / account holder | $5 | $512-99.0% | $7,539-99.9% | $521-99.0% |