Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $6,727 |
LPL FINANCIAL1 year Service code 26 · EIN 04-3046611 | Advisory (Participants) | $6,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,544 | $62,928-67.4% | $172,752-88.1% | $67,579-69.6% |
| Participation rate | 21.8% | 64.5%-42.7pp | 82.6%-60.8pp | 71.3%-49.5pp |
| Annual return | 31.35% | 30.36%+1.0pp | 802.97%-771.6pp | 378.56%-347.2pp |
| Employer contribution / active EE | $304 | $1,636-81.4% | $5,144-94.1% | $2,148-85.9% |
| Participant deferral / active EE | $938 | $2,145-56.2% | $5,198-81.9% | $3,539-73.5% |
| Admin fee / account holder | $157 | $167-5.6% | $13,955-98.9% | $142+10.5% |