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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,553 |
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 | $128,676 | $51,878+148.0% | $68,368+88.2% | $79,634+61.6% |
| Participation rate | 85.8% | 53.7%+32.1pp | 73.8%+12.0pp | 62.5%+23.3pp |
| Annual return | 13.05% | 137.43%-124.4pp | 292.57%-279.5pp | 36.46%-23.4pp |
| Employer contribution / active EE | $1,272 | $1,931-34.1% | $2,649-52.0% | $2,529-49.7% |
| Participant deferral / active EE | $7,651 | $2,577+196.8% | $4,123+85.6% | $3,835+99.5% |
| Admin fee / account holder | $48 | $942-94.9% | $5,150-99.1% | $1,002-95.2% |