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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 | $89,808-37.3% | $100,383-43.9% | $77,671-27.5% |
| Participation rate | 91.8% | 81.2%+10.6pp | 81.5%+10.3pp | 70.6%+21.2pp |
| Annual return | 15.20% | 20.62%-5.4pp | 49.26%-34.1pp | 31.21%-16.0pp |
| Employer contribution / active EE | $1,463 | $3,039-51.9% | $3,944-62.9% | $2,726-46.3% |
| Participant deferral / active EE | $11,553 | $8,284+39.5% | $8,086+42.9% | $4,648+148.6% |
| Admin fee / account holder | $52 | $174-70.0% | $7,900-99.3% | $430-87.8% |