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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 | $79,003-35.4% | $100,398-49.2% | $74,400-31.4% |
| Participation rate | 92.4% | 79.5%+13.0pp | 81.5%+10.9pp | 67.2%+25.2pp |
| Annual return | 16.91% | 20.62%-3.7pp | 49.32%-32.4pp | 1367.51%-1350.6pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,290 | $7,752+71.4% | $8,084+64.4% | $4,348+205.6% |
| Admin fee / account holder | $39 | $1,331-97.1% | $7,893-99.5% | $1,944-98.0% |