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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $22,195 |
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 | $175,498 | $85,635+104.9% | $123,894+41.7% | $63,975+174.3% |
| Participation rate | 98.4% | 74.9%+23.4pp | 81.4%+17.0pp | 71.1%+27.2pp |
| Annual return | 36.85% | 15.74%+21.1pp | 47.52%-10.7pp | 48.65%-11.8pp |
| Employer contribution / active EE | $2 | $3,076-99.9% | $4,617-100.0% | $2,182-99.9% |
| Participant deferral / active EE | $12,506 | $5,667+120.7% | $5,984+109.0% | $3,356+272.6% |
| Admin fee / account holder | $3 | $75-96.6% | $8,357-100.0% | $70-96.3% |