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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,655 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,839 | $86,692-49.4% | $119,634-63.4% | $66,949-34.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -16.90% | -8.00%-8.9pp | -14.98%-1.9pp | 1.57%-18.5pp |
| Employer contribution / active EE | $5,555 | $2,536+119.0% | $4,232+31.2% | $2,545+118.2% |
| Participant deferral / active EE | $12,053 | $4,360+176.4% | $5,601+115.2% | $4,239+184.3% |
| Admin fee / account holder | $72 | $755-90.5% | $10,329-99.3% | $594-87.9% |