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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,990 | $91,439-78.1% | $135,974-85.3% | $71,511-72.0% |
| Participation rate | 84.4% | 75.7%+8.7pp | 81.9%+2.4pp | 67.9%+16.4pp |
| Annual return | 30.67% | 29.90%+0.8pp | 68.30%-37.6pp | 28.86%+1.8pp |
| Employer contribution / active EE | $2 | $3,705-99.9% | $4,859-100.0% | $2,589-99.9% |
| Participant deferral / active EE | $10,826 | $7,093+52.6% | $7,760+39.5% | $4,291+152.3% |
| Admin fee / account holder | $13 | $1,267-99.0% | $10,767-99.9% | $1,588-99.2% |