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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $16,676 |
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 | $131,726 | $42,582+209.3% | $171,082-23.0% | $57,658+128.5% |
| Participation rate | 96.7% | 63.9%+32.8pp | 76.7%+20.0pp | 70.2%+26.4pp |
| Annual return | 9.84% | 308.67%-298.8pp | 32.56%-22.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $6,041 | $1,306+362.6% | $4,002+51.0% | $1,974+206.1% |
| Participant deferral / active EE | $7,993 | $2,933+172.5% | $4,797+66.6% | $3,061+161.2% |
| Admin fee / account holder | $31 | $82-62.6% | $8,520-99.6% | $95-67.4% |