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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,250 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,672 | $65,592-91.4% | $90,161-93.7% | $69,631-91.9% |
| Participation rate | 88.6% | 77.6%+11.0pp | 76.9%+11.8pp | 70.7%+18.0pp |
| Annual return | 46.05% | 57.10%-11.0pp | 34.89%+11.2pp | 27571.02%-27525.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,496 | $5,257-52.5% | $5,287-52.8% | $3,224-22.6% |
| Admin fee / account holder | $1 | $86-98.4% | $5,943-100.0% | $110-98.8% |