| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,382,431 |
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 | $114,334 | $85,590+33.6% | $73,309+56.0% | $69,651+64.2% |
| Participation rate | 99.1% | 78.5%+20.6pp | 74.9%+24.2pp | 66.6%+32.5pp |
| Annual return | 2.09% | 29.41%-27.3pp | 5.67%-3.6pp | 53.77%-51.7pp |
| Employer contribution / active EE | $7,467 | $2,537+194.3% | $3,237+130.7% | $2,241+233.3% |
| Participant deferral / active EE | $17,106 | $5,237+226.6% | $4,991+242.7% | $3,635+370.6% |
| Admin fee / account holder | $27 | $72-62.7% | $5,635-99.5% | $63-57.5% |