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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,363 |
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,061 | $106,110-18.9% | $147,005-41.5% | $77,671+10.8% |
| Participation rate | 98.4% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 30.45% | 56.77%-26.3pp | 418.76%-388.3pp | 31.21%-0.8pp |
| Employer contribution / active EE | $8,220 | $4,065+102.2% | $4,934+66.6% | $2,726+201.5% |
| Participant deferral / active EE | $17,384 | $7,992+117.5% | $8,070+115.4% | $4,648+274.0% |
| Admin fee / account holder | $28 | $338-91.8% | $13,006-99.8% | $430-93.6% |