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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-4433073 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,533 |
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 | $100,918 | $93,598+7.8% | $135,974-25.8% | $75,173+34.2% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | 23.72% | 30.89%-7.2pp | 68.30%-44.6pp | 160.72%-137.0pp |
| Employer contribution / active EE | $8,110 | $3,538+129.2% | $4,859+66.9% | $2,671+203.6% |
| Participant deferral / active EE | $20,808 | $6,405+224.8% | $7,760+168.1% | $4,126+404.3% |
| Admin fee / account holder | $272 | $6,978-96.1% | $10,767-97.5% | $5,651-95.2% |