Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $126,926 |
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 | $55,038 | $105,190-47.7% | $98,920-44.4% | $90,274-39.0% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.0%+20.1pp | 73.4%+22.8pp |
| Annual return | 19.34% | 18.52%+0.8pp | 196.47%-177.1pp | 53.97%-34.6pp |
| Employer contribution / active EE | $4,280 | $3,831+11.7% | $2,689+59.1% | $2,523+69.6% |
| Participant deferral / active EE | $9,673 | $5,616+72.2% | $4,245+127.9% | $4,231+128.6% |
| Admin fee / account holder | $76 | $97-21.6% | $6,643-98.9% | $114-33.1% |