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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,700 |
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 | $146,728 | $72,177+103.3% | $115,038+27.5% | $59,633+146.1% |
| Participation rate | 96.1% | 72.6%+23.5pp | 81.4%+14.7pp | 68.7%+27.4pp |
| Annual return | -0.98% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $4,943 | $2,841+74.0% | $4,608+7.3% | $2,203+124.4% |
| Participant deferral / active EE | $10,295 | $4,783+115.2% | $6,026+70.8% | $3,192+222.6% |
| Admin fee / account holder | $25 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |