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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,530 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,956 | $69,159-62.5% | $125,175-79.3% | $67,579-61.6% |
| Participation rate | 62.5% | 78.2%-15.7pp | 79.8%-17.3pp | 71.3%-8.8pp |
| Annual return | 22.47% | 27.12%-4.7pp | 43.79%-21.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $962 | $2,023-52.5% | $3,865-75.1% | $2,148-55.2% |
| Participant deferral / active EE | $3,134 | $3,700-15.3% | $4,937-36.5% | $3,539-11.4% |
| Admin fee / account holder | $15 | $142-89.2% | $9,702-99.8% | $142-89.2% |