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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,190 |
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 | $95,287 | $91,439+4.2% | $135,974-29.9% | $71,511+33.2% |
| Participation rate | 76.0% | 75.7%+0.4pp | 81.9%-5.9pp | 67.9%+8.1pp |
| Annual return | 21.13% | 29.90%-8.8pp | 68.30%-47.2pp | 28.86%-7.7pp |
| Employer contribution / active EE | $2,446 | $3,705-34.0% | $4,859-49.7% | $2,589-5.5% |
| Participant deferral / active EE | $8,158 | $7,093+15.0% | $7,760+5.1% | $4,291+90.1% |
| Admin fee / account holder | $122 | $1,267-90.4% | $10,767-98.9% | $1,588-92.3% |