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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,943 | $136,307-89.8% | $177,821-92.2% | $73,488-81.0% |
| Participation rate | 62.7% | 86.1%-23.4pp | 87.7%-25.0pp | 70.7%-8.0pp |
| Annual return | 154.25% | 18.68%+135.6pp | 48.32%+105.9pp | 28.51%+125.7pp |
| Employer contribution / active EE | $846 | $3,712-77.2% | $5,918-85.7% | $2,270-62.7% |
| Participant deferral / active EE | $4,040 | $5,829-30.7% | $7,714-47.6% | $3,740+8.0% |
| Admin fee / account holder | $11 | $596-98.1% | $12,427-99.9% | $513-97.8% |