| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,434,851 |
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 | $142,482 | $94,115+51.4% | $83,327+71.0% | $73,367+94.2% |
| Participation rate | 99.1% | 83.7%+15.4pp | 77.8%+21.3pp | 69.5%+29.6pp |
| Annual return | -5.61% | -6.12%+0.5pp | 10.64%-16.2pp | 173.45%-179.1pp |
| Employer contribution / active EE | $7,788 | $2,931+165.7% | $3,379+130.5% | $2,499+211.7% |
| Participant deferral / active EE | $19,143 | $6,759+183.2% | $5,565+244.0% | $4,033+374.7% |
| Admin fee / account holder | $17 | $75-77.4% | $7,540-99.8% | $68-75.2% |