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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,938 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,622 | $61,473-56.7% | $81,930-67.5% | $73,409-63.7% |
| Participation rate | 92.9% | 72.4%+20.6pp | 72.0%+20.9pp | 72.2%+20.8pp |
| Annual return | 14.09% | 28.26%-14.2pp | 29.49%-15.4pp | 59.29%-45.2pp |
| Employer contribution / active EE | $369 | $1,898-80.5% | $4,310-91.4% | $2,234-83.5% |
| Participant deferral / active EE | $2,220 | $3,080-27.9% | $7,107-68.8% | $3,805-41.7% |
| Admin fee / account holder | $77 | $125-38.4% | $5,158-98.5% | $158-51.1% |