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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,840 |
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 | $156,690 | $66,319+136.3% | $93,621+67.4% | $65,186+140.4% |
| Participation rate | 96.2% | 74.0%+22.1pp | 75.8%+20.3pp | 70.2%+26.0pp |
| Annual return | 23.36% | 42.59%-19.2pp | 32.76%-9.4pp | 29.39%-6.0pp |
| Employer contribution / active EE | $1,557 | $2,013-22.6% | $2,719-42.7% | $2,177-28.5% |
| Participant deferral / active EE | $4,922 | $3,343+47.2% | $4,070+20.9% | $3,514+40.1% |
| Admin fee / account holder | $55 | $6,900-99.2% | $7,890-99.3% | $847-93.5% |