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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,245 |
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 | $41,479 | $127,481-67.5% | $149,715-72.3% | $90,274-54.1% |
| Participation rate | 73.3% | 78.2%-4.9pp | 82.5%-9.1pp | 73.4%0pp |
| Annual return | 28.37% | 57.78%-29.4pp | 276.66%-248.3pp | 53.97%-25.6pp |
| Employer contribution / active EE | $1,028 | $3,448-70.2% | $4,645-77.9% | $2,523-59.3% |
| Participant deferral / active EE | $9,400 | $6,975+34.8% | $6,842+37.4% | $4,231+122.2% |
| Admin fee / account holder | $6 | $152-96.2% | $9,310-99.9% | $114-95.0% |