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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,230 |
Employer 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.
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 | $8,027 | $49,138-83.7% | $84,020-90.4% | $65,185-87.7% |
| Participation rate | 87.4% | 60.7%+26.6pp | 69.0%+18.4pp | 70.2%+17.2pp |
| Annual return | 26.37% | 23.00%+3.4pp | 71.31%-44.9pp | 29.38%-3.0pp |
| Employer contribution / active EE | $1 | $914-99.9% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,708 | $2,397+13.0% | $3,239-16.4% | $3,514-22.9% |
| Admin fee / account holder | $8 | $543-98.6% | $6,101-99.9% | $847-99.1% |