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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $345,500 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $24,900 |
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 | $96,938 | $106,972-9.4% | $71,671+35.3% | $80,976+19.7% |
| Participation rate | 74.7% | 64.4%+10.3pp | 68.7%+6.0pp | 68.3%+6.5pp |
| Annual return | 15.74% | 23.84%-8.1pp | 20.65%-4.9pp | 22.91%-7.2pp |
| Employer contribution / active EE | $248 | $4,034-93.9% | $2,460-89.9% | $2,402-89.7% |
| Participant deferral / active EE | $4,043 | $3,800+6.4% | $3,438+17.6% | $3,848+5.0% |
| Admin fee / account holder | $1 | $97-99.2% | $5,558-100.0% | $67-98.8% |