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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $163,265 |
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 | $33,371 | $84,000-60.3% | $119,634-72.1% | $77,906-57.2% |
| Participation rate | 92.5% | 77.8%+14.7pp | 79.3%+13.2pp | 73.7%+18.8pp |
| Annual return | -16.02% | -11.59%-4.4pp | -14.98%-1.0pp | 12.16%-28.2pp |
| Employer contribution / active EE | $772 | $2,907-73.4% | $4,232-81.8% | $2,846-72.9% |
| Participant deferral / active EE | $3,503 | $4,705-25.5% | $5,601-37.5% | $4,805-27.1% |
| Admin fee / account holder | $96 | $116-17.2% | $10,329-99.1% | $133-27.7% |