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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $10,610 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,085 | $75,828-6.3% | $147,614-51.8% | $59,632+19.2% |
| Participation rate | 92.5% | 71.6%+21.0pp | 84.6%+7.9pp | 68.7%+23.9pp |
| Annual return | -0.86% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,539 | $3,130+13.0% | $4,895-27.7% | $3,192+10.9% |
| Admin fee / account holder | $90 | $5,985-98.5% | $11,611-99.2% | $4,297-97.9% |