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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 | $73,459+75.6% | $178,528-27.8% | $74,429+73.3% |
| Participation rate | 97.2% | 66.5%+30.7pp | 77.1%+20.1pp | 67.2%+30.0pp |
| Annual return | 13.51% | 17.50%-4.0pp | 27.11%-13.6pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $4,238 | $2,219+91.0% | $3,950+7.3% | $2,625+61.5% |
| Participant deferral / active EE | $7,744 | $4,515+71.5% | $6,278+23.3% | $4,348+78.1% |
| Admin fee / account holder | $113 | $1,812-93.8% | $10,419-98.9% | $1,944-94.2% |