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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 | $106,864-73.5% | $147,318-80.7% | $82,637-65.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.38% | 27.49%-8.1pp | 70.43%-51.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $4,432 | $3,417+29.7% | $4,593-3.5% | $2,552+73.7% |
| Participant deferral / active EE | $9,423 | $6,496+45.1% | $7,906+19.2% | $4,126+128.4% |
| Admin fee / account holder | $113 | $8,415-98.7% | $13,708-99.2% | $7,339-98.5% |