Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,685 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,842 | $29,546-29.5% | $56,441-63.1% | $77,671-73.2% |
| Participation rate | 29.7% | 32.7%-3.0pp | 52.5%-22.8pp | 70.6%-40.9pp |
| Annual return | 16.46% | 19.01%-2.5pp | 1704.21%-1687.7pp | 31.21%-14.7pp |
| Employer contribution / active EE | $916 | $568+61.2% | $1,039-11.8% | $2,726-66.4% |
| Participant deferral / active EE | $1,580 | $1,061+48.9% | $1,953-19.1% | $4,648-66.0% |
| Admin fee / account holder | $13 | $1,046-98.7% | $2,829-99.5% | $430-96.9% |