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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $315,850 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $24,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,073 | $96,540-4.6% | $67,313+36.8% | $73,367+25.5% |
| Participation rate | 96.8% | 65.8%+31.1pp | 69.1%+27.8pp | 69.5%+27.4pp |
| Annual return | -3.07% | -4.11%+1.0pp | -4.08%+1.0pp | 173.45%-176.5pp |
| Employer contribution / active EE | $352 | $4,087-91.4% | $2,566-86.3% | $2,499-85.9% |
| Participant deferral / active EE | $5,947 | $3,965+50.0% | $3,568+66.7% | $4,033+47.5% |
| Admin fee / account holder | $1 | $100-99.2% | $4,507-100.0% | $68-98.9% |