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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,006 |
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 | $60,950 | $82,674-26.3% | $125,363-51.4% | $68,495-11.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.46% | -5.97%+6.4pp | 572.15%-571.7pp | -7.84%+8.3pp |
| Employer contribution / active EE | $6,672 | $3,382+97.3% | $4,815+38.6% | $2,596+157.0% |
| Participant deferral / active EE | $14,392 | $6,111+135.5% | $7,447+93.3% | $4,028+257.3% |
| Admin fee / account holder | $16 | $6,276-99.7% | $10,005-99.8% | $5,403-99.7% |