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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,049 |
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 | $131,369 | $65,960+99.2% | $81,882+60.4% | $77,762+68.9% |
| Participation rate | 82.5% | 65.8%+16.7pp | 72.4%+10.1pp | 70.6%+11.9pp |
| Annual return | 13.80% | 26.64%-12.8pp | 779.47%-765.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $1,372 | $2,375-42.2% | $2,916-53.0% | $2,728-49.7% |
| Participant deferral / active EE | $7,244 | $3,505+106.7% | $4,323+67.6% | $4,651+55.8% |
| Admin fee / account holder | $52 | $526-90.1% | $7,360-99.3% | $433-88.0% |