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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $847 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,589 | $69,231-81.8% | $91,994-86.3% | $67,579-81.4% |
| Participation rate | 90.4% | 78.9%+11.5pp | 78.6%+11.8pp | 71.3%+19.1pp |
| Annual return | 27.43% | 32.03%-4.6pp | 69.04%-41.6pp | 378.56%-351.1pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,453-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,329 | $5,854-26.0% | $5,924-26.9% | $3,539+22.3% |
| Admin fee / account holder | $2 | $107-98.0% | $7,744-100.0% | $142-98.5% |