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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $2,490 |
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).
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 | $10,179 | $66,601-84.7% | $92,909-89.0% | $67,579-84.9% |
| Participation rate | 31.1% | 72.5%-41.4pp | 76.0%-44.9pp | 71.3%-40.2pp |
| Annual return | 30.06% | 92.58%-62.5pp | 109.44%-79.4pp | 378.56%-348.5pp |
| Employer contribution / active EE | $315 | $2,775-88.6% | $3,653-91.4% | $2,148-85.3% |
| Participant deferral / active EE | $1,698 | $3,157-46.2% | $4,238-59.9% | $3,539-52.0% |
| Admin fee / account holder | $24 | $199-88.1% | $5,795-99.6% | $142-83.3% |