| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,025,728 |
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 | $136,067 | $65,877+106.5% | $115,038+18.3% | $69,651+95.4% |
| Participation rate | 98.2% | 58.1%+40.1pp | 81.4%+16.8pp | 66.6%+31.6pp |
| Annual return | -0.13% | 6.03%-6.2pp | 26.14%-26.3pp | 53.77%-53.9pp |
| Employer contribution / active EE | $3,331 | $1,712+94.5% | $4,608-27.7% | $2,241+48.7% |
| Participant deferral / active EE | $8,609 | $4,216+104.2% | $6,026+42.9% | $3,635+136.8% |
| Admin fee / account holder | $84 | $77+9.2% | $8,175-99.0% | $63+33.5% |