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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,833 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,721 | $89,904+237.8% | $453,569-33.0% | $86,821+249.8% |
| Participation rate | 99.4% | 75.7%+23.7pp | 78.0%+21.4pp | 72.3%+27.1pp |
| Annual return | 14.89% | 19.72%-4.8pp | 64.43%-49.5pp | 97.94%-83.0pp |
| Employer contribution / active EE | $8,740 | $3,279+166.5% | $4,072+114.6% | $2,406+263.2% |
| Participant deferral / active EE | $10,455 | $5,114+104.4% | $6,211+68.3% | $4,132+153.0% |
| Admin fee / account holder | $43 | $156-72.6% | $11,214-99.6% | $170-74.9% |