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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,518 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $14 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,609 | $102,661-80.9% | $151,628-87.1% | $66,930-70.7% |
| Participation rate | 56.1% | 85.5%-29.4pp | 87.5%-31.4pp | 69.8%-13.7pp |
| Annual return | -12.75% | -10.81%-1.9pp | 3.34%-16.1pp | 1.57%-14.3pp |
| Employer contribution / active EE | $2,241 | $4,184-46.4% | $6,165-63.6% | $2,545-11.9% |
| Participant deferral / active EE | $4,266 | $6,645-35.8% | $8,363-49.0% | $4,238+0.7% |
| Admin fee / account holder | $10 | $630-98.3% | $11,613-99.9% | $593-98.2% |