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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,574 | $22,880-80.0% | $59,496-92.3% | $67,505-93.2% |
| Participation rate | 1.3% | 33.1%-31.9pp | 54.6%-53.3pp | 71.2%-69.9pp |
| Annual return | 54.90% | 8.51%+46.4pp | 182.05%-127.2pp | 6.52%+48.4pp |
| Employer contribution / active EE | $0 | $238-100.0% | $1,153-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $38 | $649-94.1% | $1,829-97.9% | $3,597-98.9% |
| Admin fee / account holder | $9 | $54-83.8% | $2,232-99.6% | $56-84.5% |