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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,952 |
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 | $81,968 | $95,388-14.1% | $125,401-34.6% | $77,906+5.2% |
| Participation rate | 98.6% | 78.6%+20.0pp | 82.4%+16.2pp | 73.7%+24.9pp |
| Annual return | -16.74% | 116.19%-132.9pp | 572.53%-589.3pp | 12.16%-28.9pp |
| Employer contribution / active EE | $3,554 | $3,666-3.1% | $4,816-26.2% | $2,846+24.9% |
| Participant deferral / active EE | $9,606 | $7,711+24.6% | $7,448+29.0% | $4,805+99.9% |
| Admin fee / account holder | $24 | $119-80.0% | $10,008-99.8% | $133-82.1% |