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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,960 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,374 | $130,294-82.8% | $170,028-86.8% | $71,495-68.7% |
| Participation rate | 90.2% | 86.2%+4.0pp | 87.0%+3.2pp | 67.9%+22.2pp |
| Annual return | 23.26% | 20.36%+2.9pp | 53.39%-30.1pp | 28.85%-5.6pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,788-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,675 | $6,928-47.0% | $10,409-64.7% | $4,291-14.4% |
| Admin fee / account holder | $16 | $966-98.3% | $12,820-99.9% | $1,588-99.0% |