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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 | $106,230-65.6% | $147,080-75.1% | $77,736-52.9% |
| Participation rate | 78.9% | 78.4%+0.6pp | 82.2%-3.2pp | 70.6%+8.4pp |
| Annual return | 17.23% | 56.91%-39.7pp | 420.17%-402.9pp | 31.26%-14.0pp |
| Employer contribution / active EE | $1,965 | $4,072-51.8% | $4,933-60.2% | $2,728-28.0% |
| Participant deferral / active EE | $4,331 | $8,001-45.9% | $8,066-46.3% | $4,651-6.9% |
| Admin fee / account holder | $18 | $338-94.6% | $12,989-99.9% | $433-95.8% |