| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $388,621 |
Service code 16 · EIN 26-4812335 | Consulting | $249,856 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,259 | $68,110+22.2% | $155,556-46.5% | $99,313-16.2% |
| Participation rate | 98.0% | 67.8%+30.2pp | 78.2%+19.8pp | 71.7%+26.3pp |
| Annual return | 11.25% | 16.16%-4.9pp | 64.84%-53.6pp | 17.67%-6.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $49 | $94-47.5% | $15,885-99.7% | $109-54.8% |