| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,067,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,462 | $96,540-29.1% | $67,313+1.7% | $73,367-6.7% |
| Participation rate | 98.4% | 65.8%+32.7pp | 69.1%+29.4pp | 69.5%+29.0pp |
| Annual return | -5.39% | -4.11%-1.3pp | -4.08%-1.3pp | 173.45%-178.8pp |
| Employer contribution / active EE | $1,712 | $4,087-58.1% | $2,566-33.3% | $2,499-31.5% |
| Participant deferral / active EE | $4,545 | $3,965+14.6% | $3,568+27.4% | $4,033+12.7% |
| Admin fee / account holder | $32 | $100-68.3% | $4,507-99.3% | $68-53.7% |