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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,950 |
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 | $22,933 | $79,209-71.0% | $102,434-77.6% | $74,459-69.2% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 12.69% | 54.98%-42.3pp | 29.46%-16.8pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $900 | $2,362-61.9% | $3,023-70.2% | $2,626-65.7% |
| Participant deferral / active EE | $4,350 | $4,417-1.5% | $5,055-14.0% | $4,3500% |
| Admin fee / account holder | $17 | $2,002-99.2% | $9,462-99.8% | $1,945-99.1% |