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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,168 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,280 | $74,024+54.4% | $78,002+46.5% | $57,658+98.2% |
| Participation rate | 98.1% | 79.7%+18.4pp | 75.5%+22.6pp | 70.2%+27.9pp |
| Annual return | 5.86% | 12.14%-6.3pp | 425.99%-420.1pp | 5.13%+0.7pp |
| Employer contribution / active EE | $3,101 | $2,365+31.1% | $2,470+25.5% | $1,974+57.1% |
| Participant deferral / active EE | $6,370 | $3,533+80.3% | $3,497+82.2% | $3,061+108.1% |
| Admin fee / account holder | $20 | $93-78.2% | $5,481-99.6% | $95-78.5% |