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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,201 |
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.
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 | $39,692 | $58,655-32.3% | $91,994-56.9% | $65,186-39.1% |
| Participation rate | 67.7% | 75.3%-7.6pp | 78.6%-10.9pp | 70.2%-2.5pp |
| Annual return | 38.66% | 33.92%+4.7pp | 69.04%-30.4pp | 29.39%+9.3pp |
| Employer contribution / active EE | $2 | $2,080-99.9% | $3,453-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $10,270 | $5,474+87.6% | $5,924+73.4% | $3,514+192.3% |
| Admin fee / account holder | $10 | $434-97.7% | $7,744-99.9% | $847-98.8% |