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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $892 |
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 | $48,664 | $99,957-51.3% | $149,730-67.5% | $73,493-33.8% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 27.67% | 53.87%-26.2pp | 276.70%-249.0pp | 28.51%-0.8pp |
| Employer contribution / active EE | $6,992 | $3,191+119.1% | $4,645+50.5% | $2,270+208.0% |
| Participant deferral / active EE | $15,274 | $6,073+151.5% | $6,843+123.2% | $3,740+308.4% |
| Admin fee / account holder | $5 | $551-99.0% | $9,310-99.9% | $513-98.9% |