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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $18,193 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,754 | $122,128+120.9% | $147,117+83.4% | $200,096+34.8% |
| Participation rate | 98.5% | 78.2%+20.3pp | 82.2%+16.3pp | 72.0%+26.5pp |
| Annual return | 26.66% | 30.58%-3.9pp | 420.54%-393.9pp | 34.26%-7.6pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $16,554 | $8,484+95.1% | $8,065+105.3% | $5,090+225.2% |
| Admin fee / account holder | $2 | $180-99.0% | $12,993-100.0% | $269-99.4% |