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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,905 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,990 | $91,407-78.1% | $135,903-85.3% | $71,457-72.0% |
| Participation rate | 84.4% | 75.7%+8.7pp | 81.9%+2.5pp | 67.9%+16.4pp |
| Annual return | 30.67% | 29.90%+0.8pp | 68.23%-37.6pp | 28.85%+1.8pp |
| Employer contribution / active EE | $2 | $3,703-99.9% | $4,856-100.0% | $2,588-99.9% |
| Participant deferral / active EE | $10,826 | $7,092+52.7% | $7,758+39.6% | $4,289+152.4% |
| Admin fee / account holder | $13 | $1,266-99.0% | $10,762-99.9% | $1,587-99.2% |