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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,187 |
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 | $113,098 | $65,223+73.4% | $80,022+41.3% | $55,725+103.0% |
| Participation rate | 95.2% | 80.6%+14.7pp | 75.8%+19.4pp | 70.9%+24.4pp |
| Annual return | -2.05% | 7.59%-9.6pp | 11.22%-13.3pp | 244.93%-247.0pp |
| Employer contribution / active EE | $3,305 | $2,544+29.9% | $2,468+33.9% | $2,078+59.0% |
| Participant deferral / active EE | $6,842 | $3,881+76.3% | $3,686+85.6% | $3,356+103.9% |
| Admin fee / account holder | $31 | $114-73.0% | $6,521-99.5% | $115-73.2% |