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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,469 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,664 | $122,693-66.0% | $184,203-77.4% | $199,593-79.1% |
| Participation rate | 95.3% | 86.8%+8.6pp | 86.8%+8.5pp | 72.0%+23.4pp |
| Annual return | 25.57% | 143.91%-118.3pp | 28.81%-3.2pp | 34.25%-8.7pp |
| Employer contribution / active EE | $10 | $4,584-99.8% | $6,427-99.8% | $3,034-99.7% |
| Participant deferral / active EE | $11,703 | $7,990+46.5% | $9,131+28.2% | $5,087+130.1% |
| Admin fee / account holder | $12 | $121-90.1% | $13,901-99.9% | $269-95.5% |