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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,480 |
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 | $34,490 | $64,612-46.6% | $86,438-60.1% | $64,819-46.8% |
| Participation rate | 81.7% | 81.5%+0.2pp | 80.3%+1.3pp | 71.5%+10.2pp |
| Annual return | -1.91% | 0.66%-2.6pp | 4397.19%-4399.1pp | 32.84%-34.7pp |
| Employer contribution / active EE | $4,869 | $2,744+77.4% | $3,769+29.2% | $2,507+94.2% |
| Participant deferral / active EE | $10,597 | $7,497+41.4% | $6,952+52.4% | $4,311+145.8% |
| Admin fee / account holder | $6 | $169-96.5% | $6,733-99.9% | $188-96.9% |