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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,398 | $72,492-92.6% | $87,104-93.8% | $72,975-92.6% |
| Participation rate | 40.6% | 72.8%-32.2pp | 76.9%-36.2pp | 69.5%-28.9pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $742 | $1,894-60.8% | $2,521-70.6% | $2,440-69.6% |
| Participant deferral / active EE | $1,564 | $3,270-52.2% | $4,048-61.4% | $3,608-56.7% |
| Admin fee / account holder | $2 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |