| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $923,208 |
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 | $185,909 | $144,604+28.6% | $88,497+110.1% | $63,975+190.6% |
| Participation rate | 97.0% | 91.8%+5.1pp | 82.4%+14.6pp | 71.1%+25.8pp |
| Annual return | 7.45% | 9.63%-2.2pp | 7.63%-0.2pp | 48.65%-41.2pp |
| Employer contribution / active EE | $3,128 | $4,008-21.9% | $4,036-22.5% | $2,182+43.4% |
| Participant deferral / active EE | $9,596 | $7,027+36.6% | $4,899+95.9% | $3,356+185.9% |
| Admin fee / account holder | $138 | $78+76.6% | $6,220-97.8% | $70+96.6% |