Filed April 7, 2021
Total covered: 41 employees
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,281 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $10,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,754 | $80,177-19.2% | $123,894-47.7% | $57,658+12.3% |
| Participation rate | 38.9% | 74.4%-35.6pp | 81.4%-42.5pp | 70.2%-31.4pp |
| Annual return | 9.57% | 17.90%-8.3pp | 47.52%-38.0pp | 5.13%+4.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,459 | $5,130-13.1% | $5,984-25.5% | $3,061+45.7% |
| Admin fee / account holder | $121 | $106+13.7% | $8,357-98.6% | $95+27.9% |