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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,485 |
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 | $130,244 | $54,717+138.0% | $86,216+51.1% | $71,511+82.1% |
| Participation rate | 97.7% | 60.1%+37.6pp | 69.0%+28.7pp | 67.9%+29.7pp |
| Annual return | 16.82% | 20.07%-3.2pp | 1169.42%-1152.6pp | 28.86%-12.0pp |
| Employer contribution / active EE | $2,562 | $1,267+102.2% | $2,382+7.6% | $2,589-1.1% |
| Participant deferral / active EE | $8,823 | $3,110+183.7% | $3,986+121.3% | $4,291+105.6% |
| Admin fee / account holder | $17 | $1,922-99.1% | $6,853-99.8% | $1,588-98.9% |