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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,490 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,042 | $94,833-75.7% | $75,731-69.6% | $86,821-73.5% |
| Participation rate | 37.8% | 79.1%-41.3pp | 74.8%-37.1pp | 72.3%-34.5pp |
| Annual return | 30.20% | 16.91%+13.3pp | 104.65%-74.5pp | 97.94%-67.7pp |
| Employer contribution / active EE | $807 | $2,904-72.2% | $2,743-70.6% | $2,406-66.5% |
| Participant deferral / active EE | $2,023 | $3,632-44.3% | $3,820-47.0% | $4,132-51.0% |
| Admin fee / account holder | $14 | $109-87.5% | $3,620-99.6% | $170-92.0% |