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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,663 |
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 | $111,869 | $60,165+85.9% | $74,184+50.8% | $55,167+102.8% |
| Participation rate | 96.5% | 74.2%+22.3pp | 76.6%+19.8pp | 69.0%+27.5pp |
| Annual return | 9.82% | 10.00%-0.2pp | 17.74%-7.9pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,750 | $1,600+9.4% | $2,370-26.2% | $1,963-10.8% |
| Participant deferral / active EE | $5,950 | $2,973+100.2% | $3,550+67.6% | $3,054+94.8% |
| Admin fee / account holder | $67 | $419-84.0% | $5,586-98.8% | $504-86.7% |