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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,210 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,796 | $89,282-21.8% | $94,664-26.3% | $74,460-6.3% |
| Participation rate | 78.9% | 82.4%-3.5pp | 80.8%-1.9pp | 70.7%+8.2pp |
| Annual return | 27.29% | 25.96%+1.3pp | 156.84%-129.6pp | 34.38%-7.1pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $13,028 | $8,425+54.6% | $7,417+75.6% | $4,530+187.6% |
| Admin fee / account holder | $6 | $219-97.1% | $7,222-99.9% | $348-98.2% |