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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $563 |
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 | $33,312 | $99,957-66.7% | $149,715-77.7% | $73,493-54.7% |
| Participation rate | 88.2% | 75.7%+12.5pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 36.08% | 53.87%-17.8pp | 276.66%-240.6pp | 28.51%+7.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,833 | $6,073+111.3% | $6,842+87.6% | $3,740+243.2% |
| Admin fee / account holder | $4 | $551-99.3% | $9,310-100.0% | $513-99.3% |