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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,206 |
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 | $55,241 | $155,795-64.5% | $136,298-59.5% | $69,631-20.7% |
| Participation rate | 96.2% | 75.2%+20.9pp | 81.9%+14.2pp | 70.7%+25.5pp |
| Annual return | 17.88% | 232464.33%-232446.4pp | 5156.27%-5138.4pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,393 | $2,991-20.0% | $4,696-49.0% | $2,032+17.8% |
| Participant deferral / active EE | $2,368 | $5,394-56.1% | $6,247-62.1% | $3,224-26.5% |
| Admin fee / account holder | $49 | $128-61.5% | $9,244-99.5% | $110-55.2% |