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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,180 |
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 | $50,661 | $95,369-46.9% | $135,942-62.7% | $74,440-31.9% |
| Participation rate | 87.6% | 78.2%+9.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 30.04% | 32.72%-2.7pp | 68.28%-38.2pp | 34.37%-4.3pp |
| Employer contribution / active EE | $2,893 | $3,878-25.4% | $4,858-40.4% | $2,638+9.7% |
| Participant deferral / active EE | $11,199 | $7,788+43.8% | $7,759+44.3% | $4,529+147.3% |
| Admin fee / account holder | $11 | $266-95.9% | $10,764-99.9% | $348-96.8% |