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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $9,312 |
SIGMA FINANCIAL CORPORATION3 years Filed as: SIGMA FININCIAL CORPORATION Service code 49 | Other Services | $6,724 |
THE OLDENBURG COMPANY INC4 years Service code 49 · EIN 38-2658667 | Other Services | $3,000 |
SIGMA FINANCIAL CORPORATION4 years Service code 49 · EIN 38-2472555 | Other Services | $0 |
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.
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.
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 | $24,038 | $73,638-67.4% | $95,960-75.0% | $73,493-67.3% |
| Participation rate | 36.7% | 76.2%-39.5pp | 77.1%-40.4pp | 70.7%-34.0pp |
| Annual return | 14.77% | 16.78%-2.0pp | 91.63%-76.9pp | 28.51%-13.7pp |
| Employer contribution / active EE | $216 | $1,863-88.4% | $2,541-91.5% | $2,270-90.5% |
| Participant deferral / active EE | $1,202 | $3,617-66.8% | $4,167-71.2% | $3,740-67.9% |
| Admin fee / account holder | $177 | $482-63.2% | $6,797-97.4% | $513-65.4% |