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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $15,067 |
Service code 13 590 LENNON LANE, SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $875 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,439 | $59,535-27.0% | $90,161-51.8% | $62,293-30.3% |
| Participation rate | 87.8% | 73.0%+14.7pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 28.08% | 23.53%+4.6pp | 34.89%-6.8pp | 28.90%-0.8pp |
| Employer contribution / active EE | $3,482 | $1,826+90.8% | $3,318+5.0% | $2,042+70.5% |
| Participant deferral / active EE | $7,466 | $4,639+60.9% | $5,287+41.2% | $3,169+135.6% |
| Admin fee / account holder | $94 | $337-72.0% | $5,943-98.4% | $479-80.3% |