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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,945 |
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 | $20,677 | $95,438-78.3% | $135,982-84.8% | $74,473-72.2% |
| Participation rate | 32.5% | 78.2%-45.8pp | 81.9%-49.5pp | 70.7%-38.3pp |
| Annual return | 21.94% | 32.61%-10.7pp | 68.32%-46.4pp | 34.36%-12.4pp |
| Employer contribution / active EE | $1,247 | $3,878-67.9% | $4,859-74.3% | $2,638-52.7% |
| Participant deferral / active EE | $2,476 | $7,790-68.2% | $7,760-68.1% | $4,530-45.3% |
| Admin fee / account holder | $20 | $259-92.2% | $10,767-99.8% | $347-94.2% |