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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,947 |
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 | $226,150 | $106,749+111.9% | $145,433+55.5% | $82,448+174.3% |
| Participation rate | 99.0% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.9pp |
| Annual return | 19.44% | 27.59%-8.2pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $18,230 | $3,444+429.3% | $4,554+300.3% | $2,551+614.6% |
| Participant deferral / active EE | $19,880 | $6,519+205.0% | $7,897+151.7% | $4,139+380.3% |
| Admin fee / account holder | $44 | $8,390-99.5% | $13,129-99.7% | $7,234-99.4% |