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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,386 |
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 | $91,585 | $41,467+120.9% | $67,313+36.1% | $55,725+64.4% |
| Participation rate | 98.4% | 62.5%+35.9pp | 69.1%+29.4pp | 70.9%+27.6pp |
| Annual return | -1.50% | 0.82%-2.3pp | -4.08%+2.6pp | 244.93%-246.4pp |
| Employer contribution / active EE | $5,358 | $1,316+307.0% | $2,566+108.9% | $2,078+157.8% |
| Participant deferral / active EE | $5,542 | $2,399+131.0% | $3,568+55.3% | $3,356+65.2% |
| Admin fee / account holder | $85 | $102-16.5% | $4,507-98.1% | $115-26.1% |