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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,930 |
PEOPLES FINANCIAL1 year Service code 27 · EIN 48-0369700 | Advisory (Plan) | $11,347 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,196 | $78,485-50.1% | $106,213-63.1% | $74,495-47.4% |
| Participation rate | 90.2% | 72.8%+17.4pp | 75.3%+14.9pp | 67.2%+23.0pp |
| Annual return | 15.21% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $647 | $2,523-74.4% | $3,171-79.6% | $2,623-75.3% |
| Participant deferral / active EE | $2,205 | $4,322-49.0% | $5,016-56.0% | $4,346-49.3% |
| Admin fee / account holder | $121 | $2,232-94.6% | $11,033-98.9% | $1,942-93.8% |