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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,486 |
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 | $99,638 | $44,059+126.1% | $71,671+39.0% | $69,631+43.1% |
| Participation rate | 97.0% | 60.8%+36.3pp | 68.7%+28.3pp | 70.7%+26.3pp |
| Annual return | 17.38% | 21.97%-4.6pp | 20.65%-3.3pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $4,943 | $1,305+278.8% | $2,460+100.9% | $2,032+143.2% |
| Participant deferral / active EE | $5,006 | $2,370+111.3% | $3,438+45.6% | $3,224+55.3% |
| Admin fee / account holder | $59 | $108-45.6% | $5,558-98.9% | $110-46.9% |