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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 86-2302068 | Advisory (Participants) | $23,917 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $15,193 |
Filed as: THE MANDMARBLESTONE GRIUP LLC Service code 14 · EIN 20-4780677 | Plan Administrator | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,402 | $89,093-51.3% | $102,434-57.6% | $77,736-44.2% |
| Participation rate | 60.6% | 80.9%-20.3pp | 76.5%-15.9pp | 70.6%-10.0pp |
| Annual return | 18.53% | 25.03%-6.5pp | 29.46%-10.9pp | 31.26%-12.7pp |
| Employer contribution / active EE | $1,625 | $2,699-39.8% | $3,023-46.3% | $2,728-40.4% |
| Participant deferral / active EE | $3,466 | $5,147-32.7% | $5,055-31.4% | $4,651-25.5% |
| Admin fee / account holder | $222 | $236-5.9% | $9,462-97.7% | $433-48.8% |