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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,484 |
Filed as: DAVIDSON, HOLLAND & WHITESELL, LLP Service code 10 · EIN 56-1706742 | Accounting | $5,000 |
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 | $58,975 | $31,109+89.6% | $67,704-12.9% | $52,331+12.7% |
| Participation rate | 92.6% | 54.0%+38.6pp | 67.5%+25.1pp | 68.1%+24.5pp |
| Annual return | 1.38% | 23.70%-22.3pp | 25.41%-24.0pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,113 | $1,076+3.5% | $2,559-56.5% | $1,882-40.9% |
| Participant deferral / active EE | $3,458 | $1,970+75.5% | $3,585-3.5% | $3,022+14.4% |
| Admin fee / account holder | $62 | $466-86.7% | $4,255-98.5% | $592-89.5% |