| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,928,952 |
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 | $214,086 | $139,618+53.3% | $100,540+112.9% | $106,273+101.4% |
| Participation rate | 99.1% | 83.2%+15.9pp | 79.4%+19.7pp | 70.8%+28.3pp |
| Annual return | 20.70% | 22.24%-1.5pp | 30.90%-10.2pp | 21.70%-1.0pp |
| Employer contribution / active EE | $8,524 | $3,379+152.3% | $3,419+149.3% | $2,722+213.1% |
| Participant deferral / active EE | $23,273 | $8,459+175.1% | $6,272+271.1% | $4,601+405.8% |
| Admin fee / account holder | $36 | $91-60.7% | $8,082-99.6% | $78-54.4% |