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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,598 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,379 | $100,801-87.7% | $149,745-91.7% | $73,412-83.1% |
| Participation rate | 60.4% | 77.7%-17.3pp | 82.5%-22.1pp | 72.2%-11.8pp |
| Annual return | 205.20% | 265.34%-60.1pp | 276.72%-71.5pp | 59.30%+145.9pp |
| Employer contribution / active EE | $195 | $3,312-94.1% | $4,646-95.8% | $2,234-91.3% |
| Participant deferral / active EE | $3,913 | $6,404-38.9% | $6,843-42.8% | $3,806+2.8% |
| Admin fee / account holder | $7 | $181-96.0% | $9,312-99.9% | $158-95.5% |