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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,240 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,139 | $86,332+5.6% | $125,175-27.2% | $65,185+39.8% |
| Participation rate | 98.0% | 75.3%+22.7pp | 79.8%+18.2pp | 70.2%+27.8pp |
| Annual return | 22.02% | 27.43%-5.4pp | 43.79%-21.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,605 | $3,537+1.9% | $4,937-27.0% | $3,514+2.6% |
| Admin fee / account holder | $38 | $609-93.8% | $9,702-99.6% | $847-95.5% |