See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-1582098 | Recordkeeping | $13,622 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGAURD GROUP Service code 15 · EIN 23-1954593 | Recordkeeping | $8,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,957-100.0% | $149,696-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 39.11% | 53.87%-14.8pp | 276.60%-237.5pp | 28.51%+10.6pp |
| Employer contribution / active EE | $1,316 | $3,191-58.8% | $4,644-71.7% | $2,270-42.0% |
| Participant deferral / active EE | $2,991 | $6,073-50.8% | $6,842-56.3% | $3,740-20.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |