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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,242 |
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 | $81,004 | $84,493-4.1% | $125,381-35.4% | $66,938+21.0% |
| Participation rate | 75.4% | 76.4%-1.0pp | 82.4%-7.0pp | 69.8%+5.6pp |
| Annual return | -14.57% | -8.49%-6.1pp | 572.31%-586.9pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,515 | $3,554-57.4% | $4,815-68.5% | $2,545-40.5% |
| Participant deferral / active EE | $4,898 | $6,783-27.8% | $7,448-34.2% | $4,238+15.6% |
| Admin fee / account holder | $92 | $685-86.6% | $10,007-99.1% | $594-84.6% |