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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,633 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,930 | $73,638-83.8% | $95,964-87.6% | $73,497-83.8% |
| Participation rate | 85.0% | 76.2%+8.9pp | 77.1%+8.0pp | 70.7%+14.4pp |
| Annual return | 22.93% | 16.78%+6.2pp | 91.64%-68.7pp | 28.51%-5.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,569 | $3,617-1.3% | $4,167-14.3% | $3,740-4.6% |
| Admin fee / account holder | $22 | $482-95.4% | $6,797-99.7% | $513-95.7% |