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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $860 |
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).
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 | $27,223 | $46,173-41.0% | $170,435-84.0% | $69,631-60.9% |
| Participation rate | 49.6% | 63.9%-14.3pp | 83.6%-34.0pp | 70.7%-21.1pp |
| Annual return | 75.98% | 21.62%+54.4pp | 205.94%-130.0pp | 27571.02%-27495.0pp |
| Employer contribution / active EE | $24 | $1,610-98.5% | $5,432-99.6% | $2,032-98.8% |
| Participant deferral / active EE | $5,748 | $2,080+176.3% | $4,939+16.4% | $3,224+78.3% |
| Admin fee / account holder | $4 | $116-96.4% | $13,881-100.0% | $110-96.2% |