Filed February 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $901,278 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,530 | $62,111-4.2% | $71,671-16.9% | $177,276-66.4% |
| Participation rate | 94.8% | 69.4%+25.3pp | 68.7%+26.0pp | 74.8%+19.9pp |
| Annual return | 16.71% | 17.83%-1.1pp | 20.65%-3.9pp | 21.25%-4.5pp |
| Employer contribution / active EE | $1,414 | $2,059-31.3% | $2,460-42.5% | $2,479-43.0% |
| Participant deferral / active EE | $4,155 | $2,943+41.2% | $3,438+20.9% | $3,881+7.1% |
| Admin fee / account holder | $113 | $66+70.3% | $5,558-98.0% | $154-26.5% |