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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,815 |
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 | $32,148 | $104,336-69.2% | $159,455-79.8% | $86,813-63.0% |
| Participation rate | 72.6% | 77.7%-5.2pp | 82.8%-10.3pp | 72.3%+0.3pp |
| Annual return | 85.13% | 26.32%+58.8pp | 263.63%-178.5pp | 97.93%-12.8pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $8,612 | $6,837+26.0% | $7,353+17.1% | $4,131+108.5% |
| Admin fee / account holder | $6 | $172-96.5% | $10,800-99.9% | $170-96.4% |