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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC Service code 16 · EIN 23-1945930 | Consulting | $7,930 |
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 | $40,274 | $71,106-43.4% | $83,322-51.7% | $75,289-46.5% |
| Participation rate | 98.7% | 82.0%+16.7pp | 77.8%+21.0pp | 72.4%+26.3pp |
| Annual return | 1.63% | -0.56%+2.2pp | 10.64%-9.0pp | -0.04%+1.7pp |
| Employer contribution / active EE | $3,456 | $2,436+41.9% | $3,379+2.3% | $2,405+43.7% |
| Participant deferral / active EE | $11,601 | $6,249+85.6% | $5,565+108.5% | $3,739+210.3% |
| Admin fee / account holder | $4 | $72-94.5% | $7,540-99.9% | $102-96.1% |