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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $8,288 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,236 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,678 | $65,376-59.2% | $87,100-69.4% | $65,185-59.1% |
| Participation rate | 30.5% | 75.3%-44.8pp | 76.9%-46.4pp | 70.2%-39.7pp |
| Annual return | 210.38% | 31.27%+179.1pp | 28.19%+182.2pp | 29.38%+181.0pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,223 | $3,388-63.9% | $4,049-69.8% | $3,514-65.2% |
| Admin fee / account holder | $191 | $520-63.3% | $7,497-97.5% | $847-77.5% |