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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $290,249 | $75,183+286.1% | $123,894+134.3% | $55,167+426.1% |
| Participation rate | 94.5% | 72.8%+21.7pp | 81.4%+13.1pp | 69.0%+25.6pp |
| Annual return | 8.61% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $17,116 | $2,823+506.2% | $4,617+270.7% | $1,963+772.1% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |