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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $712 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $412 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,080 | $69,774-48.3% | $67,575-46.6% | $74,459-51.5% |
| Participation rate | 89.4% | 71.4%+18.0pp | 72.9%+16.5pp | 67.2%+22.2pp |
| Annual return | 11.47% | -40.53%+52.0pp | 3528.98%-3517.5pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,878 | $2,710-30.7% | $2,736-31.3% | $2,626-28.5% |
| Participant deferral / active EE | $5,210 | $3,636+43.3% | $4,003+30.1% | $4,350+19.8% |
| Admin fee / account holder | $132 | $890-85.1% | $3,993-96.7% | $1,945-93.2% |