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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $400 |
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 | $238,175 | $91,417+160.5% | $135,925+75.2% | $71,476+233.2% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 16.93% | 29.90%-13.0pp | 68.25%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $6,415 | $3,704+73.2% | $4,857+32.1% | $2,589+147.8% |
| Participant deferral / active EE | $9,329 | $7,093+31.5% | $7,759+20.2% | $4,290+117.5% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,764-100.0% | $1,587-99.9% |