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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $971 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,249 | $89,355-78.5% | $141,162-86.4% | $72,985-73.6% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 32.42% | 111.85%-79.4pp | 71.39%-39.0pp | 81.00%-48.6pp |
| Employer contribution / active EE | $18 | $3,114-99.4% | $4,735-99.6% | $2,440-99.3% |
| Participant deferral / active EE | $8,779 | $5,418+62.0% | $6,709+30.8% | $3,607+143.3% |
| Admin fee / account holder | $7 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |