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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,920 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,005 | $79,169-35.6% | $100,415-49.2% | $74,478-31.5% |
| Participation rate | 92.4% | 79.4%+13.0pp | 81.5%+10.9pp | 67.2%+25.2pp |
| Annual return | 16.91% | 20.51%-3.6pp | 49.47%-32.6pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,290 | $7,751+71.5% | $8,091+64.2% | $4,350+205.5% |
| Admin fee / account holder | $39 | $1,337-97.1% | $7,906-99.5% | $1,946-98.0% |