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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $442 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,996 | $60,165-88.4% | $74,184-90.6% | $55,167-87.3% |
| Participation rate | 48.1% | 74.2%-26.0pp | 76.6%-28.5pp | 69.0%-20.9pp |
| Annual return | 8.18% | 10.00%-1.8pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $458 | $1,600-71.4% | $2,370-80.7% | $1,963-76.6% |
| Participant deferral / active EE | $1,127 | $2,973-62.1% | $3,550-68.2% | $3,054-63.1% |
| Admin fee / account holder | $29 | $419-93.1% | $5,586-99.5% | $504-94.2% |