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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $425 |
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.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,602 | $54,573-78.7% | $90,965-87.2% | $73,493-84.2% |
| Participation rate | 28.0% | 61.2%-33.2pp | 69.0%-41.0pp | 70.7%-42.7pp |
| Annual return | 9.88% | 16.69%-6.8pp | 134.57%-124.7pp | 28.51%-18.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $470 | $2,517-81.3% | $3,373-86.1% | $3,740-87.4% |
| Admin fee / account holder | $6 | $521-98.9% | $5,960-99.9% | $513-98.9% |