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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 | $174,379-91.4% | $152,093-90.2% | $138,895-89.2% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 11.91% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $5,543 | $4,652+19.2% | $4,175+32.8% | $4,194+32.2% |
| Participant deferral / active EE | $8,108 | $6,159+31.6% | $5,451+48.7% | $6,396+26.8% |
| Admin fee / account holder | $74 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |