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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $366,555 |
Service code 17 · EIN 33-0818667 | Pension Consulting | $45,000 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 17 · EIN 39-0859910 | Pension Consulting | $29,925 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,755 | $122,128-38.8% | $147,117-49.2% | $200,096-62.6% |
| Participation rate | 93.3% | 78.2%+15.1pp | 82.2%+11.1pp | 72.0%+21.3pp |
| Annual return | 14.98% | 30.58%-15.6pp | 420.54%-405.6pp | 34.26%-19.3pp |
| Employer contribution / active EE | $3,362 | $4,093-17.8% | $4,932-31.8% | $3,038+10.7% |
| Participant deferral / active EE | $9,634 | $8,484+13.6% | $8,065+19.5% | $5,090+89.3% |
| Admin fee / account holder | $86 | $180-51.9% | $12,993-99.3% | $269-67.9% |