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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,482 |
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 | $51,999 | $84,482-38.4% | $125,363-58.5% | $66,930-22.3% |
| Participation rate | 98.7% | 76.4%+22.3pp | 82.4%+16.3pp | 69.8%+28.9pp |
| Annual return | -12.85% | -8.49%-4.4pp | 572.15%-585.0pp | 1.57%-14.4pp |
| Employer contribution / active EE | $6,417 | $3,553+80.6% | $4,815+33.3% | $2,545+152.2% |
| Participant deferral / active EE | $14,391 | $6,782+112.2% | $7,447+93.2% | $4,238+239.6% |
| Admin fee / account holder | $6 | $685-99.2% | $10,005-99.9% | $593-99.0% |