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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $225 |
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.
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 | $25,442 | $81,494-68.8% | $133,978-81.0% | $73,497-65.4% |
| Participation rate | 35.6% | 76.4%-40.8pp | 79.8%-44.2pp | 70.7%-35.1pp |
| Annual return | 17.37% | 19.40%-2.0pp | 45.10%-27.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,076 | $3,787-71.6% | $5,047-78.7% | $3,740-71.2% |
| Admin fee / account holder | $33 | $713-95.3% | $8,930-99.6% | $513-93.5% |