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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,290 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,514 | $162,781-23.5% | $133,956-7.0% | $158,922-21.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.77% | 41.94%-30.2pp | 45.09%-33.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $38,707 | $4,975+678.0% | $3,919+887.8% | $4,761+713.0% |
| Participant deferral / active EE | $93,205 | $5,911+1476.8% | $5,048+1746.5% | $5,982+1458.1% |
| Admin fee / account holder | $128 | $11,736-98.9% | $8,927-98.6% | $11,246-98.9% |