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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,302 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,430 | $73,638-58.7% | $95,952-68.3% | $73,488-58.6% |
| Participation rate | 32.3% | 76.2%-43.9pp | 77.1%-44.8pp | 70.7%-38.4pp |
| Annual return | 19.72% | 16.78%+2.9pp | 91.61%-71.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,662 | $3,617-54.1% | $4,167-60.1% | $3,740-55.6% |
| Admin fee / account holder | $8 | $482-98.3% | $6,795-99.9% | $513-98.4% |