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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,650 |
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 | $21,208 | $75,388-71.9% | $123,552-82.8% | $55,725-61.9% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.3%+12.7pp | 70.9%+24.2pp |
| Annual return | 22.13% | 4.48%+17.7pp | 119.20%-97.1pp | 244.93%-222.8pp |
| Employer contribution / active EE | $2,701 | $3,063-11.8% | $4,628-41.6% | $2,078+30.0% |
| Participant deferral / active EE | $8,577 | $5,651+51.8% | $6,426+33.5% | $3,356+155.6% |
| Admin fee / account holder | $4 | $120-96.5% | $9,285-100.0% | $115-96.4% |