| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $26,056 |
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 | $84,520 | $101,523-16.7% | $141,200-40.1% | $77,775+8.7% |
| Participation rate | 99.2% | 77.4%+21.8pp | 82.5%+16.7pp | 73.2%+26.0pp |
| Annual return | 24.50% | 56.22%-31.7pp | 71.41%-46.9pp | 32.58%-8.1pp |
| Employer contribution / active EE | $3,090 | $3,341-7.5% | $4,736-34.8% | $2,504+23.4% |
| Participant deferral / active EE | $4,681 | $6,434-27.2% | $6,710-30.2% | $3,966+18.0% |
| Admin fee / account holder | $10 | $92-89.4% | $10,265-99.9% | $100-90.3% |