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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 | $106,247-19.0% | $147,096-41.5% | $77,714+10.7% |
| Participation rate | 98.4% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 30.45% | 56.87%-26.4pp | 419.75%-389.3pp | 31.26%-0.8pp |
| Employer contribution / active EE | $8,220 | $4,069+102.0% | $4,936+66.5% | $2,727+201.4% |
| Participant deferral / active EE | $17,384 | $7,996+117.4% | $8,071+115.4% | $4,649+273.9% |
| Admin fee / account holder | $28 | $338-91.8% | $13,005-99.8% | $433-93.6% |