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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,858 | $106,236-85.1% | $112,249-85.9% | $64,819-75.5% |
| Participation rate | 23.2% | 71.7%-48.5pp | 75.1%-51.9pp | 71.5%-48.3pp |
| Annual return | -16.15% | -6.02%-10.1pp | 27.48%-43.6pp | 32.84%-49.0pp |
| Employer contribution / active EE | $432 | $3,166-86.4% | $3,636-88.1% | $2,507-82.8% |
| Participant deferral / active EE | $1,690 | $3,785-55.4% | $4,729-64.3% | $4,311-60.8% |
| Admin fee / account holder | $3 | $452-99.3% | $6,412-100.0% | $188-98.4% |