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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $113,351 |
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 | $135,610 | $65,708+106.4% | $76,667+76.9% | $77,775+74.4% |
| Participation rate | 76.4% | 79.0%-2.6pp | 72.1%+4.3pp | 73.2%+3.2pp |
| Annual return | 19.20% | 49.86%-30.7pp | 1166.74%-1147.5pp | 32.58%-13.4pp |
| Employer contribution / active EE | $2,937 | $2,167+35.5% | $2,303+27.6% | $2,504+17.3% |
| Participant deferral / active EE | $2,754 | $3,254-15.4% | $3,336-17.4% | $3,966-30.6% |
| Admin fee / account holder | $80 | $91-11.6% | $6,423-98.8% | $100-19.8% |