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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,707 |
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).
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 | $13,175 | $75,388-82.5% | $123,552-89.3% | $55,725-76.4% |
| Participation rate | 87.3% | 75.7%+11.6pp | 82.3%+5.0pp | 70.9%+16.4pp |
| Annual return | -0.98% | 4.48%-5.5pp | 119.20%-120.2pp | 244.93%-245.9pp |
| Employer contribution / active EE | $262 | $3,063-91.4% | $4,628-94.3% | $2,078-87.4% |
| Participant deferral / active EE | $7,062 | $5,651+25.0% | $6,426+9.9% | $3,356+110.5% |
| Admin fee / account holder | $5 | $120-96.1% | $9,285-99.9% | $115-95.9% |