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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,080 |
UHY LLP1 year Filed as: UHY, LLP Service code 10 PO BOX 72243 · CLEVELAND, OH 44192 | Accounting | $7,500 |
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 | $49,517 | $89,282-44.5% | $94,679-47.7% | $74,440-33.5% |
| Participation rate | 98.6% | 82.4%+16.2pp | 80.8%+17.8pp | 70.7%+27.9pp |
| Annual return | 28.69% | 25.96%+2.7pp | 156.75%-128.1pp | 34.37%-5.7pp |
| Employer contribution / active EE | $3,175 | $3,022+5.0% | $3,673-13.6% | $2,638+20.4% |
| Participant deferral / active EE | $9,587 | $8,425+13.8% | $7,417+29.3% | $4,529+111.7% |
| Admin fee / account holder | $39 | $219-82.1% | $7,233-99.5% | $348-88.7% |