| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,012,327 |
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 | $161,779 | $3,611,051-95.5% | $123,894+30.6% | $329,111-50.8% |
| Participation rate | 97.9% | 60.7%+37.2pp | 81.4%+16.5pp | 67.9%+30.1pp |
| Annual return | 43.44% | 14.13%+29.3pp | 47.52%-4.1pp | 16.35%+27.1pp |
| Employer contribution / active EE | $3,155 | $1,947+62.0% | $4,617-31.7% | $2,303+37.0% |
| Participant deferral / active EE | $8,068 | $4,426+82.3% | $5,984+34.8% | $3,682+119.1% |
| Admin fee / account holder | $69 | $9,731-99.3% | $8,357-99.2% | $754-90.8% |