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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,018 |
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 | $24,811 | $99,957-75.2% | $149,745-83.4% | $73,497-66.2% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.5%+13.7pp | 70.7%+25.5pp |
| Annual return | 39.00% | 53.87%-14.9pp | 276.72%-237.7pp | 28.51%+10.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,630 | $6,073+108.0% | $6,843+84.6% | $3,740+237.7% |
| Admin fee / account holder | $40 | $551-92.8% | $9,312-99.6% | $513-92.2% |