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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $155,892 |
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 | $56,591 | $127,481-55.6% | $149,751-62.2% | $90,274-37.3% |
| Participation rate | 98.2% | 78.2%+20.0pp | 82.5%+15.7pp | 73.4%+24.8pp |
| Annual return | 37.89% | 57.78%-19.9pp | 276.71%-238.8pp | 53.97%-16.1pp |
| Employer contribution / active EE | $3,700 | $3,448+7.3% | $4,646-20.4% | $2,523+46.6% |
| Participant deferral / active EE | $12,490 | $6,975+79.1% | $6,843+82.5% | $4,231+195.2% |
| Admin fee / account holder | $41 | $152-72.8% | $9,312-99.6% | $114-63.9% |