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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,870 |
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 | $50,009 | $82,188-39.2% | $125,391-60.1% | $64,824-22.9% |
| Participation rate | 85.8% | 77.9%+7.9pp | 82.4%+3.4pp | 71.5%+14.3pp |
| Annual return | 51.82% | 3.50%+48.3pp | 572.41%-520.6pp | 32.84%+19.0pp |
| Employer contribution / active EE | $4,905 | $3,617+35.6% | $4,816+1.8% | $2,507+95.6% |
| Participant deferral / active EE | $12,488 | $7,177+74.0% | $7,448+67.7% | $4,311+189.7% |
| Admin fee / account holder | $4 | $163-97.3% | $10,009-100.0% | $188-97.7% |