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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,897 |
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 | $123,637 | $75,284+64.2% | $91,004+35.9% | $69,631+77.6% |
| Participation rate | 97.4% | 80.4%+17.0pp | 75.6%+21.8pp | 70.7%+26.7pp |
| Annual return | 12.78% | 48.40%-35.6pp | 4.60%+8.2pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $3,332 | $2,473+34.8% | $2,456+35.7% | $2,032+64.0% |
| Participant deferral / active EE | $6,834 | $3,700+84.7% | $3,548+92.6% | $3,224+112.0% |
| Admin fee / account holder | $26 | $111-76.1% | $5,417-99.5% | $110-76.0% |