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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $851 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,517 | $46,732-66.8% | $156,551-90.1% | $55,167-71.9% |
| Participation rate | 72.8% | 65.8%+7.0pp | 84.0%-11.2pp | 69.0%+3.8pp |
| Annual return | 55.48% | 17.72%+37.8pp | 32.23%+23.3pp | 169.23%-113.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,087 | $2,204+221.5% | $4,871+45.5% | $3,054+132.0% |
| Admin fee / account holder | $5 | $418-98.7% | $13,028-100.0% | $504-98.9% |