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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,145 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,257 | $59,107-20.0% | $86,436-45.3% | $68,494-31.0% |
| Participation rate | 84.1% | 75.2%+8.8pp | 80.3%+3.7pp | 67.9%+16.2pp |
| Annual return | -18.85% | -0.23%-18.6pp | 4394.89%-4413.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,357 | $5,901+160.2% | $6,952+120.9% | $4,027+281.3% |
| Admin fee / account holder | $18 | $5,637-99.7% | $6,731-99.7% | $5,403-99.7% |