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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,983 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,619 | $65,428-73.1% | $169,390-89.6% | $71,511-75.4% |
| Participation rate | 52.8% | 66.9%-14.1pp | 77.2%-24.4pp | 67.9%-15.1pp |
| Annual return | 27.58% | 21.35%+6.2pp | 406.07%-378.5pp | 28.86%-1.3pp |
| Employer contribution / active EE | $575 | $2,064-72.1% | $4,013-85.7% | $2,589-77.8% |
| Participant deferral / active EE | $1,567 | $4,360-64.1% | $6,222-74.8% | $4,291-63.5% |
| Admin fee / account holder | $15 | $1,328-98.8% | $9,015-99.8% | $1,588-99.0% |