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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,280 |
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 | $41,409 | $100,801-58.9% | $149,730-72.3% | $73,412-43.6% |
| Participation rate | 84.7% | 77.7%+7.0pp | 82.5%+2.2pp | 72.2%+12.5pp |
| Annual return | 27.16% | 265.34%-238.2pp | 276.70%-249.5pp | 59.30%-32.1pp |
| Employer contribution / active EE | $2,275 | $3,312-31.3% | $4,645-51.0% | $2,234+1.9% |
| Participant deferral / active EE | $7,983 | $6,404+24.7% | $6,843+16.7% | $3,806+109.8% |
| Admin fee / account holder | $3 | $181-98.1% | $9,310-100.0% | $158-97.8% |