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 |
|---|---|---|
WESTERN WEALTH MANAGEMENT8 years Service code 26 23171 W ANELOPE TRAIL · BUCKEYE, AZ 85326 | Advisory (Participants) | $43,652 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 277 E. THIRD AVENUE · DURANGO, CO 81301 | Recordkeeping | $11,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,005 | $55,472+10.0% | $155,567-60.8% | $74,546-18.2% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.6pp | 67.2%-12.7pp |
| Annual return | 11.42% | 268.72%-257.3pp | 64.74%-53.3pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $1,033 | $2,269-54.5% | $4,674-77.9% | $2,624-60.6% |
| Participant deferral / active EE | $4,054 | $2,838+42.9% | $5,628-28.0% | $4,347-6.7% |
| Admin fee / account holder | $382 | $1,743-78.1% | $15,916-97.6% | $1,944-80.3% |