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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,456 |
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 | $8,500 | $66,004-87.1% | $81,820-89.6% | $77,714-89.1% |
| Participation rate | 94.4% | 65.8%+28.6pp | 72.4%+22.0pp | 70.6%+23.8pp |
| Annual return | 17.82% | 26.65%-8.8pp | 777.93%-760.1pp | 31.26%-13.4pp |
| Employer contribution / active EE | $8 | $2,375-99.7% | $2,915-99.7% | $2,727-99.7% |
| Participant deferral / active EE | $3,253 | $3,508-7.3% | $4,323-24.7% | $4,649-30.0% |
| Admin fee / account holder | $22 | $527-95.8% | $7,391-99.7% | $433-94.8% |