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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,220 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $407,312 | $46,360+778.6% | $147,618+175.9% | $52,331+678.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.30% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $31,554 | $2,126+1384.1% | $5,564+467.1% | $1,882+1576.9% |
| Participant deferral / active EE | $14,049 | $2,258+522.3% | $4,895+187.0% | $3,022+364.9% |
| Admin fee / account holder | $3 | $766-99.6% | $11,612-100.0% | $592-99.4% |