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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,601 |
Employer 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).
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 | $17,157 | $69,231-75.2% | $91,994-81.4% | $67,579-74.6% |
| Participation rate | 92.0% | 78.9%+13.1pp | 78.6%+13.4pp | 71.3%+20.7pp |
| Annual return | 31.12% | 32.03%-0.9pp | 69.04%-37.9pp | 378.56%-347.4pp |
| Employer contribution / active EE | $81 | $2,284-96.5% | $3,453-97.7% | $2,148-96.2% |
| Participant deferral / active EE | $8,459 | $5,854+44.5% | $5,924+42.8% | $3,539+139.0% |
| Admin fee / account holder | $9 | $107-92.1% | $7,744-99.9% | $142-94.0% |