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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $15,936 | $66,319-76.0% | $93,621-83.0% | $65,185-75.6% |
| Participation rate | 36.5% | 74.0%-37.5pp | 75.8%-39.3pp | 70.2%-33.7pp |
| Annual return | 26.47% | 42.59%-16.1pp | 32.76%-6.3pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,049 | $2,013-47.9% | $2,719-61.4% | $2,177-51.8% |
| Participant deferral / active EE | $1,454 | $3,343-56.5% | $4,070-64.3% | $3,514-58.6% |
| Admin fee / account holder | $34 | $6,900-99.5% | $7,890-99.6% | $847-96.0% |