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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,512 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,466 | $75,388+277.3% | $123,553+130.2% | $55,727+410.5% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.3%+16.6pp | 70.9%+28.0pp |
| Annual return | -2.18% | 4.48%-6.7pp | 119.21%-121.4pp | 244.94%-247.1pp |
| Employer contribution / active EE | $12,216 | $3,063+298.8% | $4,628+164.0% | $2,078+487.8% |
| Participant deferral / active EE | $10,406 | $5,651+84.2% | $6,426+61.9% | $3,356+210.1% |
| Admin fee / account holder | $58 | $120-51.2% | $9,284-99.4% | $115-49.3% |