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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $152,887 |
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 | $75,136 | $80,211-6.3% | $74,184+1.3% | $63,975+17.4% |
| Participation rate | 98.6% | 84.2%+14.5pp | 76.6%+22.0pp | 71.1%+27.5pp |
| Annual return | 12.76% | 14.13%-1.4pp | 17.74%-5.0pp | 48.65%-35.9pp |
| Employer contribution / active EE | $1,545 | $2,553-39.5% | $2,370-34.8% | $2,182-29.2% |
| Participant deferral / active EE | $11,320 | $4,370+159.0% | $3,550+218.9% | $3,356+237.3% |
| Admin fee / account holder | $57 | $67-15.7% | $5,586-99.0% | $70-19.6% |