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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,827 |
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 | $68,825 | $95,438-27.9% | $135,982-49.4% | $74,473-7.6% |
| Participation rate | 88.4% | 78.2%+10.2pp | 81.9%+6.5pp | 70.7%+17.7pp |
| Annual return | 24.22% | 32.61%-8.4pp | 68.32%-44.1pp | 34.36%-10.1pp |
| Employer contribution / active EE | $5,734 | $3,878+47.9% | $4,859+18.0% | $2,638+117.3% |
| Participant deferral / active EE | $15,382 | $7,790+97.5% | $7,760+98.2% | $4,530+239.6% |
| Admin fee / account holder | $8 | $259-97.0% | $10,767-99.9% | $347-97.8% |