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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,925 |
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 | $53,735 | $58,320-7.9% | $86,451-37.8% | $66,949-19.7% |
| Participation rate | 76.9% | 78.6%-1.7pp | 80.3%-3.5pp | 69.8%+7.0pp |
| Annual return | -16.92% | -9.71%-7.2pp | 4398.51%-4415.4pp | 1.57%-18.5pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $13,219 | $6,899+91.6% | $6,953+90.1% | $4,239+211.8% |
| Admin fee / account holder | $6 | $546-98.9% | $6,734-99.9% | $594-99.0% |