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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,803 | $65,437-83.5% | $86,698-87.5% | $66,949-83.9% |
| Participation rate | 91.9% | 75.5%+16.5pp | 76.6%+15.3pp | 69.8%+22.1pp |
| Annual return | -17.47% | -10.91%-6.6pp | 35.96%-53.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,117 | $4,102-24.0% | $4,656-33.1% | $4,239-26.5% |
| Admin fee / account holder | $22 | $642-96.6% | $7,492-99.7% | $594-96.3% |