Filed August 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,037 | $45,825-78.1% | $90,655-88.9% | $56,287-82.2% |
| Participation rate | 56.6% | 66.7%-10.1pp | 74.0%-17.5pp | 69.9%-13.3pp |
| Annual return | -10.54% | 38.64%-49.2pp | 1.89%-12.4pp | -9.96%-0.6pp |
| Employer contribution / active EE | $1,483 | $1,372+8.1% | $2,532-41.4% | $2,111-29.8% |
| Participant deferral / active EE | $2,413 | $2,562-5.8% | $3,425-29.5% | $3,350-28.0% |
| Admin fee / account holder | $11 | $413-97.4% | $4,994-99.8% | $521-97.9% |