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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,963 |
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 | $80,195 | $56,197+42.7% | $67,652+18.5% | $59,633+34.5% |
| Participation rate | 84.9% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | 2.05% | 18508.10%-18506.0pp | 6625.40%-6623.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $2,503 | $1,615+55.0% | $2,266+10.5% | $2,203+13.7% |
| Participant deferral / active EE | $5,161 | $2,844+81.5% | $3,560+45.0% | $3,192+61.7% |
| Admin fee / account holder | $121 | $3,958-96.9% | $4,821-97.5% | $4,297-97.2% |