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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,573 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
Filed as: CUSTOMIZED HR SOLUTIONS LLC Service code 10 · EIN 46-2183610 | Accounting | $25,615 |
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 | $86,270 | $55,125+56.5% | $109,895-21.5% | $86,813-0.6% |
| Participation rate | 99.3% | 70.1%+29.2pp | 74.2%+25.1pp | 72.3%+27.0pp |
| Annual return | 16.65% | 26.20%-9.6pp | 29.46%-12.8pp | 97.93%-81.3pp |
| Employer contribution / active EE | $3,527 | $1,558+126.4% | $2,843+24.1% | $2,406+46.6% |
| Participant deferral / active EE | $10,623 | $3,337+218.4% | $4,049+162.4% | $4,131+157.1% |
| Admin fee / account holder | $109 | $141-22.5% | $6,067-98.2% | $170-35.6% |