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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,531 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,149 | $122,596-89.3% | $184,260-92.9% | $199,960-93.4% |
| Participation rate | 92.6% | 86.9%+5.7pp | 86.8%+5.8pp | 72.0%+20.6pp |
| Annual return | 22.04% | 144.14%-122.1pp | 28.84%-6.8pp | 34.28%-12.2pp |
| Employer contribution / active EE | $1 | $4,570-100.0% | $6,427-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $4,617 | $7,972-42.1% | $9,133-49.4% | $5,087-9.2% |
| Admin fee / account holder | $10 | $120-91.9% | $13,898-99.9% | $269-96.4% |