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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $395,493 | $70,002+465.0% | $115,038+243.8% | $52,331+655.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 0.99% | 4.04%-3.0pp | 26.14%-25.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $13,871 | $2,715+410.9% | $4,608+201.0% | $1,882+637.1% |
| Participant deferral / active EE | $11,873 | $4,920+141.3% | $6,026+97.0% | $3,022+292.9% |
| Admin fee / account holder | $5 | $566-99.2% | $8,175-99.9% | $592-99.2% |