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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,100 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,803 | $61,214-67.6% | $83,327-76.2% | $56,289-64.8% |
| Participation rate | 82.0% | 72.6%+9.4pp | 77.8%+4.3pp | 69.9%+12.2pp |
| Annual return | -6.13% | 0.42%-6.5pp | 10.64%-16.8pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,018 | $5,091-21.1% | $5,565-27.8% | $3,350+19.9% |
| Admin fee / account holder | $23 | $512-95.5% | $7,540-99.7% | $521-95.6% |