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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,872 |
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 | $81,422 | $99,957-18.5% | $149,715-45.6% | $73,493+10.8% |
| Participation rate | 81.5% | 75.7%+5.8pp | 82.5%-1.0pp | 70.7%+10.8pp |
| Annual return | 17.64% | 53.87%-36.2pp | 276.66%-259.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,378 | $6,073+21.5% | $6,842+7.8% | $3,740+97.3% |
| Admin fee / account holder | $67 | $551-87.8% | $9,310-99.3% | $513-86.9% |