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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,883 | $70,083+8.3% | $59,887+26.7% | $55,725+36.2% |
| Participation rate | 54.1% | 78.4%-24.3pp | 74.7%-20.6pp | 70.9%-16.7pp |
| Annual return | -6.95% | 3.13%-10.1pp | 3.46%-10.4pp | 244.93%-251.9pp |
| Employer contribution / active EE | $474 | $2,878-83.5% | $2,722-82.6% | $2,078-77.2% |
| Participant deferral / active EE | $4,555 | $3,079+48.0% | $3,402+33.9% | $3,356+35.8% |
| Admin fee / account holder | $4 | $70-94.8% | $3,591-99.9% | $115-96.8% |