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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,252 |
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 | $215,227 | $71,534+200.9% | $98,462+118.6% | $71,529+200.9% |
| Participation rate | 90.9% | 72.7%+18.2pp | 75.2%+15.7pp | 67.9%+23.0pp |
| Annual return | 19.14% | 32.44%-13.3pp | 21.17%-2.0pp | 28.97%-9.8pp |
| Employer contribution / active EE | $1,664 | $2,399-30.6% | $3,049-45.4% | $2,590-35.7% |
| Participant deferral / active EE | $5,902 | $4,109+43.6% | $4,738+24.5% | $4,291+37.5% |
| Admin fee / account holder | $153 | $1,677-90.9% | $8,875-98.3% | $1,588-90.3% |