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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $3,905 | $69,305-94.4% | $82,312-95.3% | $69,631-94.4% |
| Participation rate | 64.5% | 80.3%-15.8pp | 76.9%-12.4pp | 70.7%-6.2pp |
| Annual return | 0.00% | 21.47%-21.5pp | 25.88%-25.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $553 | $1,887-70.7% | $2,428-77.2% | $2,032-72.8% |
| Participant deferral / active EE | $1,849 | $3,568-48.2% | $3,706-50.1% | $3,224-42.6% |
| Admin fee / account holder | $4 | $97-96.3% | $5,608-99.9% | $110-96.7% |