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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,133 |
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 | $23,150 | $73,638-68.6% | $95,952-75.9% | $73,488-68.5% |
| Participation rate | 90.8% | 76.2%+14.7pp | 77.1%+13.7pp | 70.7%+20.1pp |
| Annual return | 28.24% | 16.78%+11.5pp | 91.61%-63.4pp | 28.51%-0.3pp |
| Employer contribution / active EE | $68 | $1,863-96.4% | $2,541-97.3% | $2,270-97.0% |
| Participant deferral / active EE | $10,138 | $3,617+180.3% | $4,167+143.3% | $3,740+171.1% |
| Admin fee / account holder | $5 | $482-99.0% | $6,795-99.9% | $513-99.0% |