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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,889 |
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 | $20,647 | $95,417-78.4% | $135,974-84.8% | $74,460-72.3% |
| Participation rate | 36.1% | 78.2%-42.1pp | 81.9%-45.8pp | 70.7%-34.6pp |
| Annual return | 27.84% | 32.76%-4.9pp | 68.30%-40.5pp | 34.38%-6.5pp |
| Employer contribution / active EE | $1 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,014 | $7,789-48.5% | $7,760-48.3% | $4,530-11.4% |
| Admin fee / account holder | $49 | $266-81.4% | $10,767-99.5% | $348-85.8% |