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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,535 | $52,467-64.7% | $57,196-67.6% | $55,167-66.4% |
| Participation rate | 54.4% | 75.8%-21.4pp | 75.3%-20.9pp | 69.0%-14.6pp |
| Annual return | 42.97% | 7.72%+35.3pp | 14.59%+28.4pp | 169.23%-126.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,511 | $2,830+130.1% | $3,096+110.3% | $3,054+113.2% |
| Admin fee / account holder | $7 | $269-97.6% | $3,141-99.8% | $504-98.7% |