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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,118 |
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 | $114,018 | $65,428+74.3% | $169,390-32.7% | $71,511+59.4% |
| Participation rate | 96.3% | 66.9%+29.4pp | 77.2%+19.1pp | 67.9%+28.3pp |
| Annual return | 21.02% | 21.35%-0.3pp | 406.07%-385.0pp | 28.86%-7.8pp |
| Employer contribution / active EE | $4,097 | $2,064+98.5% | $4,013+2.1% | $2,589+58.2% |
| Participant deferral / active EE | $7,365 | $4,360+69.0% | $6,222+18.4% | $4,291+71.7% |
| Admin fee / account holder | $112 | $1,328-91.6% | $9,015-98.8% | $1,588-93.0% |