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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $757 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,451 | $70,879-78.2% | $189,557-91.8% | $79,386-80.5% |
| Participation rate | 52.7% | 68.0%-15.3pp | 78.4%-25.7pp | 70.7%-18.0pp |
| Annual return | 16.16% | 20.70%-4.5pp | 64.17%-48.0pp | 116.85%-100.7pp |
| Employer contribution / active EE | $534 | $1,806-70.4% | $4,412-87.9% | $2,427-78.0% |
| Participant deferral / active EE | $1,517 | $4,081-62.8% | $6,174-75.4% | $4,046-62.5% |
| Admin fee / account holder | $7 | $647-99.0% | $9,807-99.9% | $626-98.9% |