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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,817 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,761 | $86,791-57.6% | $115,038-68.0% | $59,188-37.9% |
| Participation rate | 97.8% | 72.8%+24.9pp | 81.4%+16.4pp | 69.4%+28.4pp |
| Annual return | 2.14% | 4.44%-2.3pp | 26.14%-24.0pp | 5.51%-3.4pp |
| Employer contribution / active EE | $2,091 | $2,950-29.1% | $4,608-54.6% | $2,098-0.3% |
| Participant deferral / active EE | $6,972 | $5,298+31.6% | $6,026+15.7% | $3,265+113.5% |
| Admin fee / account holder | $64 | $95-32.5% | $8,175-99.2% | $92-30.6% |