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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
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 | $16,723 | $58,726-71.5% | $92,236-81.9% | $62,293-73.2% |
| Participation rate | 35.6% | 68.3%-32.7pp | 76.5%-40.9pp | 69.5%-33.9pp |
| Annual return | 172.39% | 43.62%+128.8pp | 176.29%-3.9pp | 28.90%+143.5pp |
| Employer contribution / active EE | $717 | $2,392-70.0% | $3,679-80.5% | $2,042-64.9% |
| Participant deferral / active EE | $1,108 | $2,766-59.9% | $3,897-71.6% | $3,169-65.0% |
| Admin fee / account holder | $1 | $556-99.9% | $5,194-100.0% | $479-99.8% |