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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,081 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,705 | $60,165-75.6% | $74,184-80.2% | $55,167-73.3% |
| Participation rate | 83.8% | 74.2%+9.6pp | 76.6%+7.1pp | 69.0%+14.8pp |
| Annual return | 7.29% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $903 | $1,600-43.6% | $2,370-61.9% | $1,963-54.0% |
| Participant deferral / active EE | $3,194 | $2,973+7.5% | $3,550-10.0% | $3,054+4.6% |
| Admin fee / account holder | $76 | $419-81.9% | $5,586-98.6% | $504-85.0% |