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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,519 |
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 | $28,366 | $106,749-73.4% | $145,433-80.5% | $82,448-65.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.38% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,432 | $3,444+28.7% | $4,554-2.7% | $2,551+73.7% |
| Participant deferral / active EE | $9,423 | $6,519+44.6% | $7,897+19.3% | $4,139+127.6% |
| Admin fee / account holder | $113 | $8,390-98.6% | $13,129-99.1% | $7,234-98.4% |