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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,601 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,389 | $80,177-88.3% | $123,894-92.4% | $57,658-83.7% |
| Participation rate | 97.0% | 74.4%+22.6pp | 81.4%+15.6pp | 70.2%+26.8pp |
| Annual return | 31.98% | 17.90%+14.1pp | 47.52%-15.5pp | 5.13%+26.8pp |
| Employer contribution / active EE | $4 | $2,913-99.9% | $4,617-99.9% | $1,974-99.8% |
| Participant deferral / active EE | $5,861 | $5,130+14.3% | $5,984-2.1% | $3,061+91.5% |
| Admin fee / account holder | $21 | $106-79.9% | $8,357-99.7% | $95-77.4% |