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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $30,568 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,906 | $83,595-66.6% | $86,460-67.7% | $78,104-64.3% |
| Participation rate | 93.0% | 81.9%+11.1pp | 80.3%+12.6pp | 74.5%+18.5pp |
| Annual return | -3.52% | -10.64%+7.1pp | 4399.82%-4403.3pp | 10.90%-14.4pp |
| Employer contribution / active EE | $5,390 | $3,111+73.3% | $3,771+43.0% | $3,128+72.4% |
| Participant deferral / active EE | $11,553 | $6,427+79.8% | $6,954+66.1% | $5,089+127.0% |
| Admin fee / account holder | $8 | $82-90.5% | $6,727-99.9% | $79-90.1% |