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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,072 | $58,320-53.6% | $86,438-68.7% | $66,938-59.6% |
| Participation rate | 91.8% | 78.6%+13.2pp | 80.3%+11.5pp | 69.8%+22.0pp |
| Annual return | -12.90% | -9.71%-3.2pp | 4397.19%-4410.1pp | 1.58%-14.5pp |
| Employer contribution / active EE | $11 | $2,615-99.6% | $3,769-99.7% | $2,545-99.6% |
| Participant deferral / active EE | $5,011 | $6,899-27.4% | $6,952-27.9% | $4,238+18.2% |
| Admin fee / account holder | $21 | $546-96.2% | $6,733-99.7% | $594-96.5% |