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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $900 |
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 | $17,367 | $80,753-78.5% | $136,298-87.3% | $62,293-72.1% |
| Participation rate | 98.0% | 73.5%+24.4pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 41.38% | 35.83%+5.5pp | 5156.27%-5114.9pp | 28.90%+12.5pp |
| Employer contribution / active EE | $31 | $2,884-98.9% | $4,696-99.3% | $2,042-98.5% |
| Participant deferral / active EE | $8,332 | $5,164+61.3% | $6,247+33.4% | $3,169+162.9% |
| Admin fee / account holder | $4 | $525-99.2% | $9,244-100.0% | $479-99.1% |