| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,156,016 |
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 | $176,518 | $80,506+119.3% | $136,298+29.5% | $80,976+118.0% |
| Participation rate | 97.9% | 61.9%+36.0pp | 81.9%+16.0pp | 68.3%+29.7pp |
| Annual return | 16.78% | 27.70%-10.9pp | 5156.27%-5139.5pp | 22.91%-6.1pp |
| Employer contribution / active EE | $3,642 | $1,943+87.4% | $4,696-22.4% | $2,402+51.6% |
| Participant deferral / active EE | $9,272 | $4,601+101.5% | $6,247+48.4% | $3,848+140.9% |
| Admin fee / account holder | $68 | $72-5.0% | $9,244-99.3% | $67+1.2% |