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 15 · EIN 23-1945930 | Recordkeeping | $435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,464 | $70,917-65.5% | $98,920-75.3% | $73,493-66.7% |
| Participation rate | 26.4% | 73.8%-47.4pp | 76.0%-49.6pp | 70.7%-44.3pp |
| Annual return | 23.38% | 34.18%-10.8pp | 196.47%-173.1pp | 28.51%-5.1pp |
| Employer contribution / active EE | $922 | $2,037-54.7% | $2,689-65.7% | $2,270-59.4% |
| Participant deferral / active EE | $1,539 | $3,501-56.0% | $4,245-63.7% | $3,740-58.8% |
| Admin fee / account holder | $8 | $535-98.5% | $6,643-99.9% | $513-98.5% |