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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,024 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $121,876 | $101,672+19.9% | $147,117-17.2% | $74,478+63.6% |
| Participation rate | 79.2% | 75.5%+3.7pp | 82.2%-3.0pp | 67.2%+12.0pp |
| Annual return | 17.07% | 8757.83%-8740.8pp | 420.54%-403.5pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $1,534 | $3,813-59.8% | $4,932-68.9% | $2,626-41.6% |
| Participant deferral / active EE | $10,263 | $7,305+40.5% | $8,065+27.3% | $4,350+135.9% |
| Admin fee / account holder | $142 | $1,753-91.9% | $12,993-98.9% | $1,946-92.7% |