| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,388,480 |
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 | $77,837 | $106,972-27.2% | $71,671+8.6% | $80,976-3.9% |
| Participation rate | 98.2% | 64.4%+33.8pp | 68.7%+29.5pp | 68.3%+29.9pp |
| Annual return | 18.87% | 23.84%-5.0pp | 20.65%-1.8pp | 22.91%-4.0pp |
| Employer contribution / active EE | $1,614 | $4,034-60.0% | $2,460-34.4% | $2,402-32.8% |
| Participant deferral / active EE | $4,226 | $3,800+11.2% | $3,438+22.9% | $3,848+9.8% |
| Admin fee / account holder | $34 | $97-65.3% | $5,558-99.4% | $67-50.3% |