Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,835 | $52,953-85.2% | $172,739-95.5% | $65,185-88.0% |
| Participation rate | 62.0% | 66.2%-4.1pp | 82.6%-20.6pp | 70.2%-8.2pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,534 | $2,190-29.9% | $5,143-70.2% | $2,177-29.5% |
| Participant deferral / active EE | $2,570 | $2,471+4.0% | $5,198-50.6% | $3,514-26.9% |
| Admin fee / account holder | $2 | $472-99.5% | $13,954-100.0% | $847-99.7% |