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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 | $101,653+145.6% | $147,080+69.8% | $74,459+235.3% |
| Participation rate | 98.8% | 75.6%+23.3pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 13.13% | 8754.98%-8741.8pp | 420.17%-407.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $6,084 | $3,813+59.5% | $4,933+23.3% | $2,626+131.7% |
| Participant deferral / active EE | $9,023 | $7,304+23.5% | $8,066+11.9% | $4,350+107.4% |
| Admin fee / account holder | $1 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |