| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,053,647 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,113 | $93,789-31.6% | $67,836-5.5% | $329,111-80.5% |
| Participation rate | 98.5% | 65.9%+32.6pp | 68.8%+29.7pp | 67.9%+30.7pp |
| Annual return | 9.03% | 17.51%-8.5pp | 138.49%-129.5pp | 16.35%-7.3pp |
| Employer contribution / active EE | $1,525 | $3,924-61.1% | $2,404-36.6% | $2,303-33.8% |
| Participant deferral / active EE | $3,916 | $3,663+6.9% | $3,160+23.9% | $3,682+6.4% |
| Admin fee / account holder | $24 | $82-71.0% | $4,621-99.5% | $754-96.9% |