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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,660 |
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 | $134,794 | $48,337+178.9% | $67,560+99.5% | $80,959+66.5% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.7pp | 67.7%+30.9pp |
| Annual return | 11.47% | 18.26%-6.8pp | 3533.50%-3522.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $5,590 | $2,023+176.4% | $2,737+104.3% | $2,757+102.7% |
| Participant deferral / active EE | $7,902 | $2,928+169.9% | $4,004+97.4% | $4,300+83.8% |
| Admin fee / account holder | $13 | $3,695-99.6% | $3,994-99.7% | $6,925-99.8% |