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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,420 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,663 | $65,390-79.1% | $169,368-91.9% | $71,457-80.9% |
| Participation rate | 87.0% | 67.0%+20.1pp | 77.1%+9.9pp | 67.9%+19.1pp |
| Annual return | 12.40% | 21.31%-8.9pp | 405.60%-393.2pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,184 | $4,367-50.0% | $6,221-64.9% | $4,289-49.1% |
| Admin fee / account holder | $129 | $1,324-90.3% | $9,003-98.6% | $1,587-91.9% |