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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,523 |
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 | $98,997 | $99,957-1.0% | $149,745-33.9% | $73,497+34.7% |
| Participation rate | 80.7% | 75.7%+5.0pp | 82.5%-1.8pp | 70.7%+10.0pp |
| Annual return | 15.17% | 53.87%-38.7pp | 276.72%-261.5pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,167 | $3,191-63.4% | $4,646-74.9% | $2,270-48.6% |
| Participant deferral / active EE | $5,217 | $6,073-14.1% | $6,843-23.8% | $3,740+39.5% |
| Admin fee / account holder | $95 | $551-82.8% | $9,312-99.0% | $513-81.6% |