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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,477 |
EISNERAMPER LLP2 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $9,333 |
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 | $223,435 | $75,388+196.4% | $123,553+80.8% | $55,727+300.9% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.3%+14.5pp | 70.9%+25.9pp |
| Annual return | -4.22% | 4.48%-8.7pp | 119.21%-123.4pp | 244.94%-249.2pp |
| Employer contribution / active EE | $5,955 | $3,063+94.4% | $4,628+28.7% | $2,078+186.5% |
| Participant deferral / active EE | $11,218 | $5,651+98.5% | $6,426+74.6% | $3,356+234.3% |
| Admin fee / account holder | $51 | $120-57.3% | $9,284-99.4% | $115-55.6% |