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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $532 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,618 | $56,972-83.1% | $182,532-94.7% | $65,185-85.2% |
| Participation rate | 56.9% | 66.5%-9.6pp | 78.0%-21.1pp | 70.2%-13.3pp |
| Annual return | 26.72% | 27.67%-1.0pp | 148.54%-121.8pp | 29.38%-2.7pp |
| Employer contribution / active EE | $460 | $1,615-71.5% | $4,076-88.7% | $2,177-78.9% |
| Participant deferral / active EE | $1,214 | $3,526-65.6% | $5,524-78.0% | $3,514-65.5% |
| Admin fee / account holder | $12 | $528-97.7% | $8,592-99.9% | $847-98.5% |