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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,332 |
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 | $93,983 | $101,653-7.5% | $147,080-36.1% | $74,459+26.2% |
| Participation rate | 75.5% | 75.6%-0.1pp | 82.2%-6.7pp | 67.2%+8.2pp |
| Annual return | 17.10% | 8754.98%-8737.9pp | 420.17%-403.1pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $2,477 | $3,813-35.0% | $4,933-49.8% | $2,626-5.7% |
| Participant deferral / active EE | $8,877 | $7,304+21.5% | $8,066+10.1% | $4,350+104.1% |
| Admin fee / account holder | $75 | $1,752-95.7% | $12,989-99.4% | $1,945-96.2% |