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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,914 |
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 | $80,985 | $50,820+59.4% | $155,567-47.9% | $77,671+4.3% |
| Participation rate | 97.7% | 63.1%+34.6pp | 78.2%+19.5pp | 70.6%+27.1pp |
| Annual return | 19.43% | 34.85%-15.4pp | 64.74%-45.3pp | 31.21%-11.8pp |
| Employer contribution / active EE | $4,438 | $1,993+122.7% | $4,674-5.0% | $2,726+62.8% |
| Participant deferral / active EE | $7,468 | $2,823+164.5% | $5,628+32.7% | $4,648+60.7% |
| Admin fee / account holder | $105 | $436-75.8% | $15,916-99.3% | $430-75.5% |