| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,421,349 |
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 | $177,583 | $116,243+52.8% | $91,994+93.0% | $89,609+98.2% |
| Participation rate | 99.2% | 84.8%+14.4pp | 78.6%+20.5pp | 69.6%+29.6pp |
| Annual return | 28.91% | 23.75%+5.2pp | 69.04%-40.1pp | 33.65%-4.7pp |
| Employer contribution / active EE | $8,146 | $3,226+152.5% | $3,453+135.9% | $2,584+215.2% |
| Participant deferral / active EE | $21,437 | $7,519+185.1% | $5,924+261.9% | $4,222+407.7% |
| Admin fee / account holder | $35 | $82-57.7% | $7,744-99.6% | $72-51.4% |