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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $111,177 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,736 | $127,481-86.9% | $149,751-88.8% | $90,274-81.5% |
| Participation rate | 78.6% | 78.2%+0.4pp | 82.5%-3.8pp | 73.4%+5.3pp |
| Annual return | 66.51% | 57.78%+8.7pp | 276.71%-210.2pp | 53.97%+12.5pp |
| Employer contribution / active EE | $917 | $3,448-73.4% | $4,646-80.3% | $2,523-63.7% |
| Participant deferral / active EE | $3,265 | $6,975-53.2% | $6,843-52.3% | $4,231-22.8% |
| Admin fee / account holder | $34 | $152-77.5% | $9,312-99.6% | $114-70.1% |