| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,298,775 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $11,825 |
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 | $65,554 | $46,969+39.6% | $154,110-57.5% | $73,367-10.6% |
| Participation rate | 98.1% | 72.4%+25.7pp | 83.0%+15.1pp | 69.5%+28.6pp |
| Annual return | -4.42% | 821.68%-826.1pp | 735.22%-739.6pp | 173.45%-177.9pp |
| Employer contribution / active EE | $4,809 | $1,723+179.1% | $5,298-9.2% | $2,499+92.5% |
| Participant deferral / active EE | $1,299 | $3,162-58.9% | $5,081-74.4% | $4,033-67.8% |
| Admin fee / account holder | $26 | $47-44.7% | $13,412-99.8% | $68-62.3% |