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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,744 |
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 | $45,828 | $72,303-36.6% | $86,698-47.1% | $64,819-29.3% |
| Participation rate | 92.6% | 80.4%+12.2pp | 76.6%+16.0pp | 71.5%+21.2pp |
| Annual return | 0.00% | 392.77%-392.8pp | 35.95%-35.9pp | 32.84%-32.8pp |
| Employer contribution / active EE | $2,260 | $2,393-5.6% | $2,837-20.3% | $2,507-9.8% |
| Participant deferral / active EE | $4,346 | $4,660-6.7% | $4,656-6.7% | $4,311+0.8% |
| Admin fee / account holder | $61 | $174-64.7% | $7,493-99.2% | $188-67.3% |