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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $351,628 |
Filed as: ABD RETIREMENT SERVICES, INC. Service code 17 · EIN 80-0833114 | Pension Consulting | $90,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,195 | $102,389-21.7% | $100,540-20.2% | $90,274-11.2% |
| Participation rate | 92.1% | 84.0%+8.0pp | 79.4%+12.7pp | 73.4%+18.7pp |
| Annual return | 27.27% | 22.50%+4.8pp | 30.90%-3.6pp | 53.97%-26.7pp |
| Employer contribution / active EE | $2,638 | $3,056-13.7% | $3,419-22.8% | $2,523+4.5% |
| Participant deferral / active EE | $14,333 | $7,514+90.7% | $6,272+128.5% | $4,231+238.8% |
| Admin fee / account holder | $80 | $83-3.7% | $8,082-99.0% | $114-29.7% |