| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $444,979 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 10 · EIN 36-3109431 | Accounting | $221,911 |
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 | $214,875 | $120,450+78.4% | $159,495+34.7% | $93,010+131.0% |
| Participation rate | 97.6% | 78.0%+19.6pp | 82.8%+14.7pp | 73.9%+23.7pp |
| Annual return | 15.04% | 27.11%-12.1pp | 263.72%-248.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $5,807 | $3,526+64.7% | $4,831+20.2% | $2,705+114.7% |
| Participant deferral / active EE | $9,474 | $7,283+30.1% | $7,354+28.8% | $4,561+107.7% |
| Admin fee / account holder | $98 | $137-28.5% | $10,804-99.1% | $152-35.6% |