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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,110 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,048 | $62,686-77.6% | $178,505-92.1% | $77,762-81.9% |
| Participation rate | 80.4% | 66.9%+13.5pp | 77.1%+3.3pp | 70.6%+9.8pp |
| Annual return | 87.02% | 16.16%+70.9pp | 27.16%+59.9pp | 31.27%+55.7pp |
| Employer contribution / active EE | $2,344 | $1,914+22.5% | $3,955-40.7% | $2,728-14.1% |
| Participant deferral / active EE | $3,874 | $4,224-8.3% | $6,280-38.3% | $4,651-16.7% |
| Admin fee / account holder | $25 | $386-93.6% | $10,428-99.8% | $433-94.3% |