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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $21,050 |
HOWARD LLP1+ years Filed as: HOWARD, LLP Service code 10 · EIN 20-2257536 | Accounting | $6,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,067 | $59,231+57.1% | $90,223+3.2% | $52,331+77.8% |
| Participation rate | 85.0% | 75.0%+10.0pp | 79.0%+5.9pp | 68.1%+16.9pp |
| Annual return | -0.68% | 3.53%-4.2pp | 1.31%-2.0pp | 4.54%-5.2pp |
| Employer contribution / active EE | $231 | $3,391-93.2% | $4,378-94.7% | $1,882-87.7% |
| Participant deferral / active EE | $6,324 | $4,659+35.7% | $5,792+9.2% | $3,022+109.3% |
| Admin fee / account holder | $142 | $515-72.4% | $7,406-98.1% | $592-76.0% |