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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $8,099 | $45,283-82.1% | $155,789-94.8% | $52,331-84.5% |
| Participation rate | 69.9% | 62.2%+7.7pp | 76.1%-6.2pp | 68.1%+1.8pp |
| Annual return | -2.87% | 1.80%-4.7pp | 71.54%-74.4pp | 4.54%-7.4pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,157 | $2,854-59.5% | $4,798-75.9% | $3,022-61.7% |
| Admin fee / account holder | $72 | $981-92.6% | $7,477-99.0% | $592-87.8% |