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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,223 |
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 | $22,311 | $82,163-72.8% | $125,381-82.2% | $64,819-65.6% |
| Participation rate | 74.7% | 77.9%-3.2pp | 82.4%-7.7pp | 71.5%+3.3pp |
| Annual return | -4.05% | 3.49%-7.5pp | 572.31%-576.4pp | 32.84%-36.9pp |
| Employer contribution / active EE | $1,570 | $3,616-56.6% | $4,815-67.4% | $2,507-37.4% |
| Participant deferral / active EE | $4,419 | $7,175-38.4% | $7,448-40.7% | $4,311+2.5% |
| Admin fee / account holder | $57 | $163-65.0% | $10,007-99.4% | $188-69.6% |