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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $165,005 |
Filed as: MORGAN STANLEY Service code 17 · EIN 11-3658445 | Pension Consulting | $43,167 |
BAKER TILLY US, LLP1 year Service code 11 · EIN 39-0859910 | Actuarial | $28,180 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $52,780 | $83,158-36.5% | $167,512-68.5% | $102,872-48.7% |
| Participation rate | 60.3% | 70.1%-9.8pp | 77.1%-16.7pp | 73.0%-12.7pp |
| Annual return | 16.02% | 21.37%-5.4pp | 1615.79%-1599.8pp | 19.06%-3.0pp |
| Employer contribution / active EE | $1,394 | $2,233-37.6% | $3,882-64.1% | $3,526-60.5% |
| Participant deferral / active EE | $1,600 | $5,132-68.8% | $6,405-75.0% | $5,535-71.1% |
| Admin fee / account holder | $127 | $109+15.9% | $9,769-98.7% | $292-56.7% |