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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,255 |
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 | $450,326 | $104,336+331.6% | $159,495+182.3% | $86,828+418.6% |
| Participation rate | 97.3% | 77.7%+19.6pp | 82.8%+14.5pp | 72.3%+25.0pp |
| Annual return | 14.94% | 26.32%-11.4pp | 263.72%-248.8pp | 97.95%-83.0pp |
| Employer contribution / active EE | $13,629 | $3,451+294.9% | $4,831+182.1% | $2,406+466.4% |
| Participant deferral / active EE | $12,506 | $6,837+82.9% | $7,354+70.1% | $4,132+202.7% |
| Admin fee / account holder | $70 | $172-59.5% | $10,804-99.4% | $170-58.8% |