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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,211 |
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 | $133,556 | $59,456+124.6% | $93,669+42.6% | $74,429+79.4% |
| Participation rate | 97.5% | 59.6%+37.9pp | 68.7%+28.8pp | 67.2%+30.3pp |
| Annual return | 13.29% | 82.00%-68.7pp | 133.59%-120.3pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $2,532 | $1,266+100.0% | $2,424+4.5% | $2,625-3.5% |
| Participant deferral / active EE | $8,393 | $3,052+175.0% | $4,416+90.1% | $4,348+93.0% |
| Admin fee / account holder | $19 | $3,026-99.4% | $8,291-99.8% | $1,944-99.0% |