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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $410 |
Service code 99 | Other Fees | $0 |
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 | $249,673 | $101,591+145.8% | $147,096+69.7% | $74,429+235.5% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 13.13% | 8746.45%-8733.3pp | 419.75%-406.6pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $6,084 | $3,813+59.6% | $4,936+23.3% | $2,625+131.8% |
| Participant deferral / active EE | $9,023 | $7,302+23.6% | $8,071+11.8% | $4,348+107.5% |
| Admin fee / account holder | $1 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |