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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,095 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,061 | $29,369-62.3% | $77,513-85.7% | $73,412-84.9% |
| Participation rate | 25.0% | 37.9%-12.9pp | 54.2%-29.2pp | 72.2%-47.2pp |
| Annual return | 24.64% | 358.15%-333.5pp | 54.81%-30.2pp | 59.30%-34.7pp |
| Employer contribution / active EE | $547 | $406+34.8% | $987-44.5% | $2,234-75.5% |
| Participant deferral / active EE | $965 | $941+2.5% | $1,861-48.2% | $3,806-74.6% |
| Admin fee / account holder | $9 | $123-93.0% | $2,859-99.7% | $158-94.5% |