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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,180 |
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 | $38,378 | $64,612-40.6% | $86,438-55.6% | $64,819-40.8% |
| Participation rate | 94.9% | 81.5%+13.5pp | 80.3%+14.6pp | 71.5%+23.5pp |
| Annual return | -13.94% | 0.66%-14.6pp | 4397.19%-4411.1pp | 32.84%-46.8pp |
| Employer contribution / active EE | $2,463 | $2,744-10.3% | $3,769-34.7% | $2,507-1.8% |
| Participant deferral / active EE | $12,283 | $7,497+63.8% | $6,952+76.7% | $4,311+184.9% |
| Admin fee / account holder | $6 | $169-96.3% | $6,733-99.9% | $188-96.7% |