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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,795 |
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 | $80,744 | $90,064-10.3% | $100,415-19.6% | $77,762+3.8% |
| Participation rate | 82.6% | 81.3%+1.3pp | 81.5%+1.1pp | 70.6%+12.0pp |
| Annual return | 16.70% | 20.61%-3.9pp | 49.47%-32.8pp | 31.27%-14.6pp |
| Employer contribution / active EE | $13,888 | $3,043+356.3% | $3,943+252.2% | $2,728+409.1% |
| Participant deferral / active EE | $4,974 | $8,282-39.9% | $8,091-38.5% | $4,651+6.9% |
| Admin fee / account holder | $4 | $172-97.4% | $7,906-99.9% | $433-99.0% |