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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,639 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,244 | $107,415-44.8% | $135,974-56.4% | $80,157-26.1% |
| Participation rate | 97.3% | 78.0%+19.3pp | 81.9%+15.4pp | 72.9%+24.4pp |
| Annual return | 29.56% | 91.99%-62.4pp | 68.30%-38.7pp | 40.39%-10.8pp |
| Employer contribution / active EE | $5 | $3,878-99.9% | $4,859-99.9% | $2,977-99.8% |
| Participant deferral / active EE | $13,921 | $8,189+70.0% | $7,760+79.4% | $5,015+177.6% |
| Admin fee / account holder | $14 | $127-88.8% | $10,767-99.9% | $145-90.2% |