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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,014 |
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 | $421,955 | $95,438+342.1% | $135,998+210.3% | $74,478+466.5% |
| Participation rate | 97.4% | 78.2%+19.1pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 18.44% | 32.61%-14.2pp | 68.37%-49.9pp | 34.37%-15.9pp |
| Employer contribution / active EE | $14,219 | $3,878+266.7% | $4,860+192.6% | $2,637+439.2% |
| Participant deferral / active EE | $13,628 | $7,790+74.9% | $7,761+75.6% | $4,530+200.8% |
| Admin fee / account holder | $69 | $259-73.4% | $10,769-99.4% | $347-80.2% |