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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,570 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,961 | $181,062-91.7% | $158,223-90.5% | $155,188-90.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 11.91% | 57.39%-45.5pp | 52.09%-40.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $5,543 | $4,565+21.4% | $4,109+34.9% | $4,248+30.5% |
| Participant deferral / active EE | $8,108 | $6,134+32.2% | $5,467+48.3% | $6,531+24.1% |
| Admin fee / account holder | $74 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |