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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $219,376 | $107,415+104.2% | $135,998+61.3% | $80,187+173.6% |
| Participation rate | 98.8% | 78.0%+20.8pp | 81.9%+16.9pp | 72.9%+25.8pp |
| Annual return | 17.16% | 91.99%-74.8pp | 68.37%-51.2pp | 40.40%-23.2pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $15,626 | $8,189+90.8% | $7,761+101.3% | $5,016+211.5% |
| Admin fee / account holder | $2 | $127-98.6% | $10,769-100.0% | $145-98.8% |