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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,462 |
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.
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 | $2,420 | $65,322-96.3% | $70,494-96.6% | $73,497-96.7% |
| Participation rate | 65.9% | 77.0%-11.1pp | 75.1%-9.2pp | 70.7%-4.8pp |
| Annual return | 18.87% | 15.71%+3.2pp | 109.16%-90.3pp | 28.51%-9.6pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,167 | $3,375-65.4% | $3,711-68.5% | $3,740-68.8% |
| Admin fee / account holder | $48 | $214-77.6% | $3,848-98.8% | $513-90.6% |