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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $306 |
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 | $26,858 | $58,655-54.2% | $91,994-70.8% | $65,186-58.8% |
| Participation rate | 76.4% | 75.3%+1.1pp | 78.6%-2.2pp | 70.2%+6.2pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.04%-69.0pp | 29.39%-29.4pp |
| Employer contribution / active EE | $3,940 | $2,080+89.4% | $3,453+14.1% | $2,177+81.0% |
| Participant deferral / active EE | $10,743 | $5,474+96.2% | $5,924+81.4% | $3,514+205.7% |
| Admin fee / account holder | $2 | $434-99.5% | $7,744-100.0% | $847-99.8% |