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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,065 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,749 | $136,307-67.9% | $177,821-75.4% | $73,488-40.5% |
| Participation rate | 63.2% | 86.1%-22.9pp | 87.7%-24.6pp | 70.7%-7.5pp |
| Annual return | 16.91% | 18.68%-1.8pp | 48.32%-31.4pp | 28.51%-11.6pp |
| Employer contribution / active EE | -$148 | $3,712-104.0% | $5,918-102.5% | $2,270-106.5% |
| Participant deferral / active EE | $8,220 | $5,829+41.0% | $7,714+6.6% | $3,740+119.8% |
| Admin fee / account holder | $31 | $596-94.8% | $12,427-99.8% | $513-94.0% |