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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $327,950 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $22,200 |
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 | $85,881 | $93,789-8.4% | $67,836+26.6% | $329,111-73.9% |
| Participation rate | 71.0% | 65.9%+5.1pp | 68.8%+2.2pp | 67.9%+3.1pp |
| Annual return | 8.87% | 17.51%-8.6pp | 138.49%-129.6pp | 16.35%-7.5pp |
| Employer contribution / active EE | $235 | $3,924-94.0% | $2,404-90.2% | $2,303-89.8% |
| Participant deferral / active EE | $3,670 | $3,663+0.2% | $3,160+16.1% | $3,682-0.3% |
| Admin fee / account holder | $1 | $82-99.1% | $4,621-100.0% | $754-99.9% |