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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,243 |
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 | $56,314 | $90,064-37.5% | $100,392-43.9% | $77,736-27.6% |
| Participation rate | 91.8% | 81.3%+10.5pp | 81.5%+10.3pp | 70.6%+21.2pp |
| Annual return | 15.20% | 20.61%-5.4pp | 49.45%-34.3pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,463 | $3,043-51.9% | $3,941-62.9% | $2,728-46.4% |
| Participant deferral / active EE | $11,553 | $8,282+39.5% | $8,090+42.8% | $4,651+148.4% |
| Admin fee / account holder | $52 | $172-69.6% | $7,904-99.3% | $433-87.9% |