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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,314 |
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 | $2,928 | $62,928-95.3% | $172,753-98.3% | $67,582-95.7% |
| Participation rate | 83.6% | 64.5%+19.2pp | 82.6%+1.0pp | 71.3%+12.3pp |
| Annual return | 27.75% | 30.36%-2.6pp | 803.00%-775.3pp | 378.57%-350.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,694 | $2,145-21.0% | $5,198-67.4% | $3,539-52.2% |
| Admin fee / account holder | $65 | $167-61.1% | $13,956-99.5% | $142-54.5% |