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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $95,741 |
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 | $369,072 | $82,188+349.1% | $125,401+194.3% | $64,829+469.3% |
| Participation rate | 97.5% | 77.9%+19.6pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -15.47% | 3.50%-19.0pp | 572.53%-588.0pp | 32.85%-48.3pp |
| Employer contribution / active EE | $14,439 | $3,617+299.2% | $4,816+199.8% | $2,507+475.9% |
| Participant deferral / active EE | $13,111 | $7,177+82.7% | $7,448+76.0% | $4,312+204.1% |
| Admin fee / account holder | $69 | $163-58.0% | $10,008-99.3% | $188-63.5% |