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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $570 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,739 | $42,548-79.5% | $74,552-88.3% | $56,287-84.5% |
| Participation rate | 20.3% | 60.5%-40.2pp | 69.1%-48.8pp | 69.9%-49.5pp |
| Annual return | -0.96% | 12.40%-13.4pp | 32.53%-33.5pp | -9.96%+9.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $305 | $2,277-86.6% | $3,108-90.2% | $3,350-90.9% |
| Admin fee / account holder | $7 | $467-98.5% | $5,060-99.9% | $521-98.7% |