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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,019 |
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 | $128,979 | $73,397+75.7% | $178,014-27.5% | $74,546+73.0% |
| Participation rate | 97.2% | 66.6%+30.7pp | 77.1%+20.2pp | 67.2%+30.0pp |
| Annual return | 13.51% | 17.49%-4.0pp | 294.80%-281.3pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $4,238 | $2,217+91.1% | $3,950+7.3% | $2,624+61.5% |
| Participant deferral / active EE | $7,744 | $4,512+71.6% | $6,276+23.4% | $4,347+78.1% |
| Admin fee / account holder | $113 | $1,809-93.8% | $10,362-98.9% | $1,944-94.2% |