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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,808 | $40,522-46.2% | $84,623-74.2% | $67,579-67.7% |
| Participation rate | 8.6% | 51.1%-42.5pp | 68.2%-59.6pp | 71.3%-62.6pp |
| Annual return | 26.63% | 32.72%-6.1pp | 258.77%-232.1pp | 378.56%-351.9pp |
| Employer contribution / active EE | $88 | $1,146-92.3% | $2,652-96.7% | $2,148-95.9% |
| Participant deferral / active EE | $470 | $2,132-78.0% | $3,899-88.0% | $3,539-86.7% |
| Admin fee / account holder | $82 | $145-43.4% | $4,913-98.3% | $142-42.2% |