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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,474 |
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 | $141,906 | $46,360+206.1% | $147,618-3.9% | $52,331+171.2% |
| Participation rate | 94.3% | 64.9%+29.4pp | 84.6%+9.7pp | 68.1%+26.2pp |
| Annual return | -0.10% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,397 | $2,126-34.3% | $5,565-74.9% | $1,882-25.7% |
| Participant deferral / active EE | $5,196 | $2,258+130.2% | $4,895+6.1% | $3,022+71.9% |
| Admin fee / account holder | $31 | $766-96.0% | $11,612-99.7% | $592-94.8% |