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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $220 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,179 | $46,732-65.4% | $156,551-89.7% | $55,167-70.7% |
| Participation rate | 50.2% | 65.8%-15.6pp | 84.0%-33.8pp | 69.0%-18.8pp |
| Annual return | 32.92% | 17.72%+15.2pp | 32.23%+0.7pp | 169.23%-136.3pp |
| Employer contribution / active EE | $10 | $2,105-99.5% | $5,501-99.8% | $1,963-99.5% |
| Participant deferral / active EE | $5,355 | $2,204+142.9% | $4,871+9.9% | $3,054+75.3% |
| Admin fee / account holder | $2 | $418-99.6% | $13,028-100.0% | $504-99.7% |