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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,448 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,667 | $77,472+1.5% | $100,392-21.6% | $80,935-2.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.25% | 37.26%-22.0pp | 49.45%-34.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $674 | $2,800-75.9% | $3,941-82.9% | $2,757-75.5% |
| Participant deferral / active EE | $8,220 | $6,818+20.6% | $8,090+1.6% | $4,299+91.2% |
| Admin fee / account holder | $115 | $5,885-98.1% | $7,904-98.5% | $6,924-98.3% |