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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $422,153 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $22,050 |
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 | $132,135 | $130,338+1.4% | $85,708+54.2% | $106,520+24.0% |
| Participation rate | 95.5% | 64.6%+30.9pp | 69.9%+25.6pp | 71.3%+24.2pp |
| Annual return | 14.87% | 14.40%+0.5pp | 21.49%-6.6pp | 19.28%-4.4pp |
| Employer contribution / active EE | $340 | $3,864-91.2% | $2,618-87.0% | $2,840-88.0% |
| Participant deferral / active EE | $5,990 | $4,160+44.0% | $3,922+52.7% | $4,948+21.1% |
| Admin fee / account holder | $6 | $114-94.6% | $6,876-99.9% | $75-91.8% |