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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,461 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,413 |
UNITED 401K PLANS, INC.1 year Service code 14 · EIN 20-5321813 | Plan Administrator | $14,055 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,587 | $79,523-65.3% | $140,016-80.3% | $56,287-51.0% |
| Participation rate | 53.0% | 85.7%-32.7pp | 87.5%-34.5pp | 69.9%-16.8pp |
| Annual return | -4.12% | 2.39%-6.5pp | 651.12%-655.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,289 | $3,350-61.5% | $5,606-77.0% | $2,111-38.9% |
| Participant deferral / active EE | $6,300 | $5,129+22.8% | $6,927-9.1% | $3,350+88.1% |
| Admin fee / account holder | $177 | $614-71.2% | $10,705-98.3% | $521-66.0% |