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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $319,180 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $19,650 |
Annual investment return 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 | $134,597 | $119,999+12.2% | $70,589+90.7% | $96,393+39.6% |
| Participation rate | 92.4% | 66.2%+26.2pp | 68.4%+24.0pp | 71.3%+21.1pp |
| Annual return | 16.67% | 20.36%-3.7pp | 32.80%-16.1pp | 22.88%-6.2pp |
| Employer contribution / active EE | $431 | $4,602-90.6% | $2,977-85.5% | $3,239-86.7% |
| Participant deferral / active EE | $7,358 | $4,604+59.8% | $4,569+61.0% | $5,455+34.9% |
| Admin fee / account holder | $2 | $95-97.7% | $6,430-100.0% | $74-97.1% |