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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,351 |
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 | $239,479 | $78,607+204.7% | $105,624+126.7% | $74,478+221.5% |
| Participation rate | 89.4% | 72.8%+16.6pp | 75.3%+14.1pp | 67.2%+22.2pp |
| Annual return | 13.26% | 15.96%-2.7pp | 116.20%-102.9pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,607 | $2,523-36.3% | $3,168-49.3% | $2,626-38.8% |
| Participant deferral / active EE | $5,635 | $4,325+30.3% | $5,013+12.4% | $4,350+29.5% |
| Admin fee / account holder | $153 | $2,220-93.1% | $10,961-98.6% | $1,946-92.2% |