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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,979 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,626 | $53,412+92.1% | $68,509+49.8% | $52,331+96.1% |
| Participation rate | 99.5% | 71.7%+27.8pp | 74.7%+24.7pp | 68.1%+31.4pp |
| Annual return | 0.90% | 3.42%-2.5pp | 8.27%-7.4pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,368 | $1,607-14.9% | $2,278-39.9% | $1,882-27.3% |
| Participant deferral / active EE | $3,751 | $2,688+39.5% | $3,382+10.9% | $3,022+24.1% |
| Admin fee / account holder | $51 | $461-89.0% | $5,275-99.0% | $592-91.4% |