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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,031 |
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 | $36,365 | $78,781-53.8% | $100,530-63.8% | $73,412-50.5% |
| Participation rate | 93.8% | 80.0%+13.8pp | 79.4%+14.4pp | 72.2%+21.6pp |
| Annual return | 18.28% | 31.69%-13.4pp | 30.89%-12.6pp | 59.30%-41.0pp |
| Employer contribution / active EE | $560 | $2,420-76.9% | $3,418-83.6% | $2,234-74.9% |
| Participant deferral / active EE | $7,538 | $6,537+15.3% | $6,271+20.2% | $3,806+98.1% |
| Admin fee / account holder | $38 | $145-74.0% | $8,083-99.5% | $158-76.1% |