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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,265 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,590 | $82,188-74.9% | $125,391-83.6% | $64,824-68.2% |
| Participation rate | 98.3% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.9pp |
| Annual return | -4.55% | 3.50%-8.1pp | 572.41%-577.0pp | 32.84%-37.4pp |
| Employer contribution / active EE | $3,880 | $3,617+7.3% | $4,816-19.4% | $2,507+54.8% |
| Participant deferral / active EE | $11,625 | $7,177+62.0% | $7,448+56.1% | $4,311+169.6% |
| Admin fee / account holder | $32 | $163-80.4% | $10,009-99.7% | $188-82.9% |