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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,007 | $106,028-76.4% | $146,958-83.0% | $77,643-67.8% |
| Participation rate | 40.5% | 78.4%-37.9pp | 82.2%-41.7pp | 70.6%-30.1pp |
| Annual return | 26.24% | 56.73%-30.5pp | 418.34%-392.1pp | 31.24%-5.0pp |
| Employer contribution / active EE | -$0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,449 | $7,990-44.3% | $8,070-44.9% | $4,647-4.3% |
| Admin fee / account holder | $14 | $337-95.7% | $12,998-99.9% | $430-96.6% |