| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,605 |
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 | $95,340 | $127,481-25.2% | $149,751-36.3% | $90,274+5.6% |
| Participation rate | 99.6% | 78.2%+21.4pp | 82.5%+17.1pp | 73.4%+26.2pp |
| Annual return | 18.99% | 57.78%-38.8pp | 276.71%-257.7pp | 53.97%-35.0pp |
| Employer contribution / active EE | $3,209 | $3,448-6.9% | $4,646-30.9% | $2,523+27.2% |
| Participant deferral / active EE | $5,014 | $6,975-28.1% | $6,843-26.7% | $4,231+18.5% |
| Admin fee / account holder | $19 | $152-87.7% | $9,312-99.8% | $114-83.6% |