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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,894 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,525 | $72,770-18.2% | $67,652-12.0% | $55,191+7.9% |
| Participation rate | 97.8% | 78.8%+19.0pp | 75.7%+22.2pp | 69.2%+28.7pp |
| Annual return | 3.58% | -3.26%+6.8pp | 6625.04%-6621.5pp | 10.78%-7.2pp |
| Employer contribution / active EE | $2,400 | $1,769+35.7% | $2,266+5.9% | $1,899+26.4% |
| Participant deferral / active EE | $3,173 | $3,408-6.9% | $3,560-10.9% | $3,046+4.2% |
| Admin fee / account holder | $16 | $79-79.4% | $4,821-99.7% | $91-82.1% |