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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $75,406 | $51,620+46.1% | $90,304-16.5% | $65,185+15.7% |
| Participation rate | 56.6% | 68.6%-12.0pp | 73.3%-16.7pp | 70.2%-13.6pp |
| Annual return | 27.68% | 24.94%+2.7pp | 78.13%-50.4pp | 29.38%-1.7pp |
| Employer contribution / active EE | $1,043 | $2,235-53.3% | $2,855-63.5% | $2,177-52.1% |
| Participant deferral / active EE | $4,395 | $2,871+53.1% | $3,885+13.1% | $3,514+25.1% |
| Admin fee / account holder | $6 | $384-98.5% | $5,354-99.9% | $847-99.3% |