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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $284,143 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $24,000 |
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 | $114,263 | $123,048-7.1% | $81,988+39.4% | $106,273+7.5% |
| Participation rate | 95.7% | 65.1%+30.6pp | 69.3%+26.4pp | 70.8%+24.9pp |
| Annual return | 13.89% | 14.83%-0.9pp | 41.32%-27.4pp | 21.70%-7.8pp |
| Employer contribution / active EE | $334 | $3,893-91.4% | $2,499-86.6% | $2,722-87.7% |
| Participant deferral / active EE | $5,602 | $4,168+34.4% | $3,723+50.5% | $4,601+21.7% |
| Admin fee / account holder | $6 | $116-95.2% | $5,666-99.9% | $78-92.8% |