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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,965 | $78,781-67.0% | $100,516-74.2% | $73,409-64.6% |
| Participation rate | 60.7% | 80.0%-19.3pp | 79.4%-18.7pp | 72.2%-11.5pp |
| Annual return | 37.09% | 31.69%+5.4pp | 30.89%+6.2pp | 59.29%-22.2pp |
| Employer contribution / active EE | $991 | $2,420-59.0% | $3,418-71.0% | $2,234-55.6% |
| Participant deferral / active EE | $8,452 | $6,537+29.3% | $6,270+34.8% | $3,805+122.1% |
| Admin fee / account holder | $33 | $145-77.3% | $8,081-99.6% | $158-79.1% |