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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $575 |
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 | $41,854 | $84,493-50.5% | $125,381-66.6% | $66,938-37.5% |
| Participation rate | 94.9% | 76.4%+18.5pp | 82.4%+12.6pp | 69.8%+25.1pp |
| Annual return | -5.08% | -8.49%+3.4pp | 572.31%-577.4pp | 1.58%-6.7pp |
| Employer contribution / active EE | $5,999 | $3,554+68.8% | $4,815+24.6% | $2,545+135.7% |
| Participant deferral / active EE | $13,116 | $6,783+93.4% | $7,448+76.1% | $4,238+209.5% |
| Admin fee / account holder | $3 | $685-99.6% | $10,007-100.0% | $594-99.5% |