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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $294,050 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $37,500 |
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 | $151,629 | $140,910+7.6% | $76,030+99.4% | $106,553+42.3% |
| Participation rate | 94.3% | 64.1%+30.2pp | 69.1%+25.3pp | 69.8%+24.5pp |
| Annual return | 18.03% | 16.51%+1.5pp | 361.54%-343.5pp | 17.37%+0.7pp |
| Employer contribution / active EE | $456 | $5,354-91.5% | $2,688-83.0% | $3,359-86.4% |
| Participant deferral / active EE | $7,392 | $5,004+47.7% | $4,257+73.6% | $5,562+32.9% |
| Admin fee / account holder | $1 | $117-99.0% | $6,421-100.0% | $80-98.5% |