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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,192 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,584 | $106,247-65.6% | $147,096-75.1% | $77,714-52.9% |
| Participation rate | 78.9% | 78.4%+0.6pp | 82.2%-3.2pp | 70.6%+8.4pp |
| Annual return | 17.23% | 56.87%-39.6pp | 419.75%-402.5pp | 31.26%-14.0pp |
| Employer contribution / active EE | $1,965 | $4,069-51.7% | $4,936-60.2% | $2,727-27.9% |
| Participant deferral / active EE | $4,331 | $7,996-45.8% | $8,071-46.3% | $4,649-6.9% |
| Admin fee / account holder | $18 | $338-94.6% | $13,005-99.9% | $433-95.8% |