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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,061 |
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 | $72,183 | $77,472-6.8% | $100,415-28.1% | $80,959-10.8% |
| Participation rate | 77.4% | 76.9%+0.5pp | 81.5%-4.1pp | 67.7%+9.8pp |
| Annual return | 16.08% | 37.26%-21.2pp | 49.47%-33.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,028 | $6,818+32.4% | $8,091+11.6% | $4,300+109.9% |
| Admin fee / account holder | $127 | $5,885-97.8% | $7,906-98.4% | $6,925-98.2% |