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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 | $59,467+124.6% | $93,727+42.5% | $74,478+79.3% |
| Participation rate | 97.5% | 59.6%+37.9pp | 68.7%+28.8pp | 67.2%+30.3pp |
| Annual return | 13.29% | 82.14%-68.8pp | 133.83%-120.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,532 | $1,267+99.9% | $2,421+4.6% | $2,626-3.6% |
| Participant deferral / active EE | $8,393 | $3,052+175.0% | $4,417+90.0% | $4,350+92.9% |
| Admin fee / account holder | $19 | $3,028-99.4% | $8,292-99.8% | $1,946-99.0% |