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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $4,613 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,244 | $58,726+331.2% | $92,239+174.6% | $62,293+306.5% |
| Participation rate | 99.2% | 68.3%+30.8pp | 76.5%+22.7pp | 69.5%+29.6pp |
| Annual return | 11.66% | 43.62%-32.0pp | 176.29%-164.6pp | 28.90%-17.2pp |
| Employer contribution / active EE | $17,369 | $2,392+626.2% | $3,680+372.0% | $2,042+750.5% |
| Participant deferral / active EE | $7,132 | $2,766+157.9% | $3,897+83.0% | $3,169+125.0% |
| Admin fee / account holder | $32 | $556-94.3% | $5,194-99.4% | $479-93.4% |