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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,942 |
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 | $95,553 | $80,753+18.3% | $136,297-29.9% | $62,293+53.4% |
| Participation rate | 95.5% | 73.5%+22.0pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 19.04% | 35.83%-16.8pp | 5156.19%-5137.2pp | 28.90%-9.9pp |
| Employer contribution / active EE | $3,341 | $2,884+15.9% | $4,696-28.8% | $2,042+63.6% |
| Participant deferral / active EE | $3,545 | $5,164-31.3% | $6,247-43.3% | $3,169+11.9% |
| Admin fee / account holder | $32 | $525-93.9% | $9,244-99.7% | $479-93.3% |