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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,216 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,974 | $66,813-32.7% | $100,530-55.3% | $73,493-38.8% |
| Participation rate | 85.5% | 77.5%+8.0pp | 79.4%+6.1pp | 70.7%+14.8pp |
| Annual return | 19.29% | 25.70%-6.4pp | 30.89%-11.6pp | 28.51%-9.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,493 | $5,883+61.4% | $6,271+51.4% | $3,740+153.8% |
| Admin fee / account holder | $25 | $512-95.0% | $8,083-99.7% | $513-95.0% |