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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,524 |
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 | $66,340 | $62,324+6.4% | $68,509-3.2% | $55,191+20.2% |
| Participation rate | 99.0% | 78.9%+20.2pp | 74.7%+24.3pp | 69.2%+29.9pp |
| Annual return | 0.55% | 4.26%-3.7pp | 8.27%-7.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $3,126 | $2,223+40.6% | $2,278+37.2% | $1,899+64.6% |
| Participant deferral / active EE | $4,385 | $3,425+28.0% | $3,382+29.6% | $3,046+43.9% |
| Admin fee / account holder | $29 | $91-68.2% | $5,275-99.4% | $91-68.0% |