| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $7,280 |
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 | $71,089 | $88,874-20.0% | $123,553-42.5% | $75,289-5.6% |
| Participation rate | 99.1% | 75.9%+23.2pp | 82.3%+16.8pp | 72.4%+26.7pp |
| Annual return | -4.93% | 4.22%-9.1pp | 119.21%-124.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $3,019 | $3,256-7.3% | $4,628-34.8% | $2,405+25.5% |
| Participant deferral / active EE | $4,433 | $6,174-28.2% | $6,426-31.0% | $3,739+18.6% |
| Admin fee / account holder | $3 | $95-96.4% | $9,284-100.0% | $102-96.6% |