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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $142,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,278 | $39,948+418.9% | $89,441+131.7% | $73,415+182.3% |
| Participation rate | 97.5% | 50.4%+47.1pp | 68.0%+29.5pp | 72.2%+25.3pp |
| Annual return | 8.48% | 50.12%-41.6pp | 245.62%-237.1pp | 59.30%-50.8pp |
| Employer contribution / active EE | $4,245 | $1,200+253.8% | $2,588+64.1% | $2,234+90.0% |
| Participant deferral / active EE | $8,096 | $2,193+269.2% | $3,891+108.1% | $3,806+112.7% |
| Admin fee / account holder | $118 | $134-12.4% | $4,885-97.6% | $158-25.5% |