See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
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 | $63,426 | $71,142-10.8% | $119,609-47.0% | $64,808-2.1% |
| Participation rate | 96.5% | 78.6%+17.9pp | 79.3%+17.3pp | 71.5%+25.1pp |
| Annual return | -14.26% | -10.01%-4.2pp | -14.97%+0.7pp | 32.82%-47.1pp |
| Employer contribution / active EE | $5,245 | $2,497+110.0% | $4,232+23.9% | $2,506+109.3% |
| Participant deferral / active EE | $5,251 | $4,490+16.9% | $5,602-6.3% | $4,310+21.8% |
| Admin fee / account holder | $2 | $162-98.6% | $10,323-100.0% | $188-98.8% |