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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,396 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,138 | $64,909-70.5% | $82,312-76.7% | $62,293-69.3% |
| Participation rate | 82.6% | 74.9%+7.8pp | 76.9%+5.8pp | 69.5%+13.1pp |
| Annual return | 19.65% | 21.18%-1.5pp | 25.88%-6.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $830 | $1,676-50.5% | $2,428-65.8% | $2,042-59.4% |
| Participant deferral / active EE | $3,131 | $3,103+0.9% | $3,706-15.5% | $3,169-1.2% |
| Admin fee / account holder | $80 | $440-81.9% | $5,608-98.6% | $479-83.4% |