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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-4198717 | Advisory (Plan) | $14,929 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,129 |
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 | $58,048 | $65,376-11.2% | $87,104-33.4% | $65,185-10.9% |
| Participation rate | 79.5% | 75.3%+4.2pp | 76.9%+2.6pp | 70.2%+9.3pp |
| Annual return | 22.69% | 31.27%-8.6pp | 28.19%-5.5pp | 29.38%-6.7pp |
| Employer contribution / active EE | $530 | $1,822-70.9% | $2,521-79.0% | $2,177-75.6% |
| Participant deferral / active EE | $4,418 | $3,388+30.4% | $4,048+9.1% | $3,514+25.7% |
| Admin fee / account holder | $187 | $520-63.9% | $7,491-97.5% | $847-77.9% |