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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, IMC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,388 |
THE VANGUARD GROUP, INC.1 year Service code 99 | Other Fees | $0 |
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 | $376,135 | $75,963+395.2% | $97,995+283.8% | $70,126+436.4% |
| Participation rate | 93.4% | 77.0%+16.5pp | 82.4%+11.0pp | 69.5%+23.9pp |
| Annual return | 20.05% | 19.26%+0.8pp | 23.94%-3.9pp | 73.15%-53.1pp |
| Employer contribution / active EE | $15,983 | $3,278+387.6% | $4,158+284.4% | $2,343+582.3% |
| Participant deferral / active EE | $14,959 | $4,053+269.0% | $5,097+193.5% | $3,332+349.0% |
| Admin fee / account holder | $13 | $5,407-99.8% | $5,943-99.8% | $4,645-99.7% |