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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $154,505 |
EISNERAMPER LLP3 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $15,000 |
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 | $263,399 | $88,122+198.9% | $141,200+86.5% | $67,584+289.7% |
| Participation rate | 95.9% | 76.5%+19.5pp | 82.5%+13.4pp | 71.3%+24.6pp |
| Annual return | 23.98% | 75.40%-51.4pp | 71.41%-47.4pp | 378.59%-354.6pp |
| Employer contribution / active EE | $6,494 | $3,224+101.4% | $4,736+37.1% | $2,148+202.3% |
| Participant deferral / active EE | $11,456 | $5,958+92.3% | $6,710+70.7% | $3,540+223.7% |
| Admin fee / account holder | $132 | $131+0.6% | $10,265-98.7% | $142-7.4% |