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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $55,829 |
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 | $68,386 | $102,389-33.2% | $100,528-32.0% | $90,274-24.2% |
| Participation rate | 97.5% | 84.0%+13.4pp | 79.4%+18.1pp | 73.4%+24.1pp |
| Annual return | 27.31% | 22.50%+4.8pp | 30.90%-3.6pp | 53.97%-26.7pp |
| Employer contribution / active EE | $4,361 | $3,056+42.7% | $3,419+27.6% | $2,523+72.8% |
| Participant deferral / active EE | $14,472 | $7,514+92.6% | $6,271+130.8% | $4,231+242.1% |
| Admin fee / account holder | $25 | $83-70.2% | $8,084-99.7% | $114-78.2% |