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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,779 |
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 | $28,220 | $80,177-64.8% | $123,894-77.2% | $57,658-51.1% |
| Participation rate | 90.3% | 74.4%+15.9pp | 81.4%+8.9pp | 70.2%+20.1pp |
| Annual return | 20.40% | 17.90%+2.5pp | 47.52%-27.1pp | 5.13%+15.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $10,589 | $5,130+106.4% | $5,984+77.0% | $3,061+246.0% |
| Admin fee / account holder | $6 | $106-94.3% | $8,357-99.9% | $95-93.5% |