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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,830 | $40,174+198.3% | $84,021+42.6% | $67,579+77.3% |
| Participation rate | 87.1% | 62.7%+24.4pp | 69.0%+18.1pp | 71.3%+15.8pp |
| Annual return | 20.81% | 25.82%-5.0pp | 71.32%-50.5pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,742 | $808+115.7% | $1,984-12.2% | $2,148-18.9% |
| Participant deferral / active EE | $5,511 | $2,301+139.5% | $3,239+70.1% | $3,539+55.7% |
| Admin fee / account holder | $3 | $128-97.8% | $6,102-100.0% | $142-98.0% |