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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,681 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,886 | $84,499-13.7% | $125,391-41.9% | $66,949+8.9% |
| Participation rate | 54.0% | 76.4%-22.4pp | 82.4%-28.4pp | 69.8%-15.8pp |
| Annual return | -17.76% | -8.49%-9.3pp | 572.41%-590.2pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,821 | $3,554-48.8% | $4,816-62.2% | $2,545-28.5% |
| Participant deferral / active EE | $5,112 | $6,785-24.7% | $7,448-31.4% | $4,239+20.6% |
| Admin fee / account holder | $107 | $685-84.5% | $10,009-98.9% | $594-82.1% |