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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $452,848 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $23,400 |
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 | $117,314 | $96,461+21.6% | $68,815+70.5% | $89,433+31.2% |
| Participation rate | 95.0% | 64.2%+30.8pp | 69.0%+25.9pp | 71.3%+23.7pp |
| Annual return | -13.81% | -13.05%-0.8pp | -6.37%-7.4pp | -11.88%-1.9pp |
| Employer contribution / active EE | $363 | $3,671-90.1% | $2,656-86.3% | $3,021-88.0% |
| Participant deferral / active EE | $6,391 | $4,123+55.0% | $3,943+62.1% | $5,125+24.7% |
| Admin fee / account holder | $7 | $102-93.0% | $4,936-99.9% | $79-91.0% |