| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,287,260 |
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 | $151,828 | $71,505+112.3% | $123,553+22.9% | $73,367+106.9% |
| Participation rate | 97.7% | 64.9%+32.8pp | 82.3%+15.4pp | 69.5%+28.3pp |
| Annual return | -4.53% | 6.94%-11.5pp | 119.21%-123.7pp | 173.45%-178.0pp |
| Employer contribution / active EE | $3,892 | $2,011+93.5% | $4,628-15.9% | $2,499+55.7% |
| Participant deferral / active EE | $9,317 | $4,928+89.1% | $6,426+45.0% | $4,033+131.0% |
| Admin fee / account holder | $78 | $66+19.0% | $9,284-99.2% | $68+14.7% |