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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,255 |
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 | $45,741 | $84,493-45.9% | $125,381-63.5% | $66,938-31.7% |
| Participation rate | 89.9% | 76.4%+13.5pp | 82.4%+7.5pp | 69.8%+20.1pp |
| Annual return | -2.68% | -8.49%+5.8pp | 572.31%-575.0pp | 1.58%-4.3pp |
| Employer contribution / active EE | $4,192 | $3,554+18.0% | $4,815-12.9% | $2,545+64.7% |
| Participant deferral / active EE | $13,865 | $6,783+104.4% | $7,448+86.2% | $4,238+227.1% |
| Admin fee / account holder | $7 | $685-99.0% | $10,007-99.9% | $594-98.8% |