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.3 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,202 |
SETAWAY LLC3 years Service code 99 5 BEDFORD FARMS · BEDFORD, NH 03110 | Other Fees | $3,825 |
ASCENSUS LLC3 years Service code 26 · EIN 11-3665754 | Advisory (Participants) | $0 |
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 | $82,553 | $73,459+12.4% | $178,528-53.8% | $74,429+10.9% |
| Participation rate | 76.5% | 66.5%+10.0pp | 77.1%-0.6pp | 67.2%+9.3pp |
| Annual return | 14.67% | 17.50%-2.8pp | 27.11%-12.4pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $2,628 | $2,219+18.4% | $3,950-33.5% | $2,625+0.1% |
| Participant deferral / active EE | $5,554 | $4,515+23.0% | $6,278-11.5% | $4,348+27.7% |
| Admin fee / account holder | $82 | $1,812-95.5% | $10,419-99.2% | $1,944-95.8% |