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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $129,375 |
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 | $144,515 | $127,481+13.4% | $149,751-3.5% | $90,274+60.1% |
| Participation rate | 98.1% | 78.2%+19.9pp | 82.5%+15.6pp | 73.4%+24.8pp |
| Annual return | 17.51% | 57.78%-40.3pp | 276.71%-259.2pp | 53.97%-36.5pp |
| Employer contribution / active EE | $3,275 | $3,448-5.0% | $4,646-29.5% | $2,523+29.8% |
| Participant deferral / active EE | $10,645 | $6,975+52.6% | $6,843+55.6% | $4,231+151.6% |
| Admin fee / account holder | $86 | $152-43.1% | $9,312-99.1% | $114-24.3% |