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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,187 | $73,102-69.6% | $123,553-82.0% | $56,289-60.6% |
| Participation rate | 60.5% | 74.3%-13.8pp | 82.3%-21.8pp | 69.9%-9.4pp |
| Annual return | -11.06% | 3.01%-14.1pp | 119.21%-130.3pp | -9.96%-1.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,410 | $5,423+55.1% | $6,426+30.9% | $3,350+151.0% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |