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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,046 |
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).
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 | $12,853 | $52,639-75.6% | $185,117-93.1% | $62,293-79.4% |
| Participation rate | 52.4% | 63.9%-11.4pp | 77.3%-24.9pp | 69.5%-17.1pp |
| Annual return | 16.13% | 19.57%-3.4pp | 40.50%-24.4pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,185 | $3,097-61.7% | $5,045-76.5% | $3,169-62.6% |
| Admin fee / account holder | $92 | $374-75.5% | $8,159-98.9% | $479-80.9% |