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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,449 |
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 | $347,949 | $88,122+294.9% | $141,200+146.4% | $67,584+414.8% |
| Participation rate | 98.2% | 76.5%+21.8pp | 82.5%+15.8pp | 71.3%+26.9pp |
| Annual return | 28.10% | 75.40%-47.3pp | 71.41%-43.3pp | 378.59%-350.5pp |
| Employer contribution / active EE | $13,248 | $3,224+310.9% | $4,736+179.7% | $2,148+516.8% |
| Participant deferral / active EE | $11,281 | $5,958+89.3% | $6,710+68.1% | $3,540+218.7% |
| Admin fee / account holder | $66 | $131-49.4% | $10,265-99.4% | $142-53.4% |