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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,007 | $106,264-76.5% | $147,117-83.0% | $77,762-67.8% |
| Participation rate | 40.5% | 78.4%-37.9pp | 82.2%-41.7pp | 70.6%-30.1pp |
| Annual return | 26.24% | 56.94%-30.7pp | 420.54%-394.3pp | 31.27%-5.0pp |
| Employer contribution / active EE | -$0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,449 | $8,003-44.4% | $8,065-44.8% | $4,651-4.3% |
| Admin fee / account holder | $14 | $334-95.7% | $12,993-99.9% | $433-96.7% |