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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $494 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,419 | $56,095-85.0% | $178,499-95.3% | $90,274-90.7% |
| Participation rate | 8.3% | 65.6%-57.3pp | 81.9%-73.7pp | 73.4%-65.1pp |
| Annual return | 20.19% | 28.81%-8.6pp | 151.10%-130.9pp | 53.97%-33.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $233 | $2,669-91.3% | $5,202-95.5% | $4,231-94.5% |
| Admin fee / account holder | $28 | $101-72.0% | $13,986-99.8% | $114-75.3% |