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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,138 |
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 | $130,149 | $80,753+61.2% | $136,298-4.5% | $62,293+108.9% |
| Participation rate | 92.4% | 73.5%+18.9pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 21.74% | 35.83%-14.1pp | 5156.27%-5134.5pp | 28.90%-7.2pp |
| Employer contribution / active EE | $2,234 | $2,884-22.5% | $4,696-52.4% | $2,042+9.4% |
| Participant deferral / active EE | $7,770 | $5,164+50.5% | $6,247+24.4% | $3,169+145.2% |
| Admin fee / account holder | $30 | $525-94.3% | $9,244-99.7% | $479-93.7% |