| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $603,853 |
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 | $85,731 | $73,283+17.0% | $155,556-44.9% | $106,553-19.5% |
| Participation rate | 98.7% | 73.3%+25.4pp | 78.2%+20.5pp | 69.8%+28.9pp |
| Annual return | 13.09% | 15.76%-2.7pp | 64.84%-51.7pp | 17.37%-4.3pp |
| Employer contribution / active EE | $5,685 | $2,241+153.8% | $4,675+21.6% | $3,359+69.3% |
| Participant deferral / active EE | $8,311 | $4,567+82.0% | $5,631+47.6% | $5,562+49.4% |
| Admin fee / account holder | $30 | $56-47.2% | $15,885-99.8% | $80-62.9% |