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.4 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $4,443 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,290 | $91,692+47.5% | $67,561+100.2% | $77,714+74.1% |
| Participation rate | 72.7% | 76.0%-3.3pp | 72.9%-0.2pp | 70.6%+2.1pp |
| Annual return | 15.01% | 14.88%+0.1pp | 3525.44%-3510.4pp | 31.26%-16.2pp |
| Employer contribution / active EE | $451 | $3,188-85.9% | $2,735-83.5% | $2,727-83.5% |
| Participant deferral / active EE | $5,283 | $3,912+35.0% | $4,003+32.0% | $4,649+13.6% |
| Admin fee / account holder | $16 | $245-93.5% | $4,006-99.6% | $433-96.3% |