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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,877 |
Service code 72 | Other investment fees and expenses | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $452,110 | $106,264+325.5% | $147,117+207.3% | $77,762+481.4% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 14.45% | 56.94%-42.5pp | 420.54%-406.1pp | 31.27%-16.8pp |
| Employer contribution / active EE | $14,700 | $4,074+260.8% | $4,932+198.0% | $2,728+438.8% |
| Participant deferral / active EE | $14,375 | $8,003+79.6% | $8,065+78.2% | $4,651+209.1% |
| Admin fee / account holder | $69 | $334-79.4% | $12,993-99.5% | $433-84.1% |