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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,905 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,617 | $89,588+64.8% | $136,007+8.5% | $77,643+90.1% |
| Participation rate | 91.4% | 74.3%+17.1pp | 76.5%+14.9pp | 70.6%+20.8pp |
| Annual return | -14.07% | 17.42%-31.5pp | 579.32%-593.4pp | 31.24%-45.3pp |
| Employer contribution / active EE | $6,836 | $3,491+95.8% | $4,217+62.1% | $2,726+150.8% |
| Participant deferral / active EE | $8,645 | $5,591+54.6% | $7,025+23.1% | $4,647+86.0% |
| Admin fee / account holder | $99 | $539-81.7% | $6,858-98.6% | $430-77.0% |