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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $6,921 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,942 | $59,186-66.3% | $76,768-74.0% | $56,287-64.6% |
| Participation rate | 66.2% | 75.2%-9.1pp | 77.0%-10.8pp | 69.9%-3.7pp |
| Annual return | -4.78% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,135 | $1,759-35.5% | $2,485-54.3% | $2,111-46.2% |
| Participant deferral / active EE | $2,242 | $3,255-31.1% | $3,852-41.8% | $3,350-33.1% |
| Admin fee / account holder | $88 | $489-82.1% | $6,675-98.7% | $521-83.2% |