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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,165 |
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 | $27,213 | $95,388-71.5% | $125,381-78.3% | $77,906-65.1% |
| Participation rate | 90.4% | 78.6%+11.8pp | 82.4%+8.0pp | 73.7%+16.7pp |
| Annual return | 22.30% | 116.19%-93.9pp | 572.31%-550.0pp | 12.16%+10.1pp |
| Employer contribution / active EE | $2,016 | $3,666-45.0% | $4,815-58.1% | $2,846-29.2% |
| Participant deferral / active EE | $9,922 | $7,711+28.7% | $7,448+33.2% | $4,805+106.5% |
| Admin fee / account holder | $6 | $119-95.1% | $10,007-99.9% | $133-95.6% |