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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,051 | $108,719-14.4% | $101,326-8.2% | $85,563+8.8% |
| Participation rate | 86.4% | 80.9%+5.5pp | 81.5%+4.9pp | 66.0%+20.4pp |
| Annual return | 26.62% | 20.95%+5.7pp | 36.82%-10.2pp | 31.51%-4.9pp |
| Employer contribution / active EE | $43 | $3,114-98.6% | $3,665-98.8% | $2,654-98.4% |
| Participant deferral / active EE | $15,154 | $8,545+77.3% | $7,994+89.6% | $4,375+246.4% |
| Admin fee / account holder | $4 | $685-99.4% | $11,185-100.0% | $834-99.5% |