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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 | $106,247+325.5% | $147,096+207.4% | $77,714+481.8% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 14.45% | 56.87%-42.4pp | 419.75%-405.3pp | 31.26%-16.8pp |
| Employer contribution / active EE | $14,700 | $4,069+261.2% | $4,936+197.8% | $2,727+439.1% |
| Participant deferral / active EE | $14,375 | $7,996+79.8% | $8,071+78.1% | $4,649+209.2% |
| Admin fee / account holder | $69 | $338-79.7% | $13,005-99.5% | $433-84.1% |