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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,057 |
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.
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 | $3,900 | $62,928-93.8% | $172,753-97.7% | $67,582-94.2% |
| Participation rate | 94.5% | 64.5%+30.1pp | 82.6%+11.9pp | 71.3%+23.2pp |
| Annual return | 35.18% | 30.36%+4.8pp | 803.00%-767.8pp | 378.57%-343.4pp |
| Employer contribution / active EE | -$1 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,837 | $2,145-14.4% | $5,198-64.7% | $3,539-48.1% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-99.9% |