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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $60 |
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.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,926 | $32,425-78.6% | $74,577-90.7% | $55,167-87.4% |
| Participation rate | 11.3% | 54.0%-42.7pp | 68.1%-56.8pp | 69.0%-57.7pp |
| Annual return | 20.34% | 10.63%+9.7pp | 20.47%-0.1pp | 169.23%-148.9pp |
| Employer contribution / active EE | $221 | $1,043-78.8% | $2,525-91.2% | $1,963-88.7% |
| Participant deferral / active EE | $335 | $1,995-83.2% | $3,458-90.3% | $3,054-89.0% |
| Admin fee / account holder | $3 | $748-99.7% | $4,138-99.9% | $504-99.5% |