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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,423 |
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 | $134,246 | $63,314+112.0% | $91,004+47.5% | $62,293+115.5% |
| Participation rate | 96.6% | 73.3%+23.3pp | 75.6%+21.0pp | 69.5%+27.1pp |
| Annual return | 19.24% | 21.00%-1.8pp | 4.60%+14.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,433 | $1,807-20.7% | $2,456-41.6% | $2,042-29.8% |
| Participant deferral / active EE | $4,077 | $2,944+38.5% | $3,548+14.9% | $3,169+28.6% |
| Admin fee / account holder | $50 | $468-89.2% | $5,417-99.1% | $479-89.5% |