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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,729 | $82,163-80.9% | $125,358-87.5% | $64,811-75.7% |
| Participation rate | 33.2% | 77.9%-44.7pp | 82.4%-49.1pp | 71.5%-38.2pp |
| Annual return | -16.64% | 3.49%-20.1pp | 572.03%-588.7pp | 32.83%-49.5pp |
| Employer contribution / active EE | $1,332 | $3,616-63.2% | $4,814-72.3% | $2,506-46.9% |
| Participant deferral / active EE | $2,545 | $7,175-64.5% | $7,447-65.8% | $4,310-41.0% |
| Admin fee / account holder | $49 | $163-70.1% | $10,007-99.5% | $188-74.0% |