Filed November 13, 2025
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 | $745 |
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).
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 | $82,069 | $60,545+35.5% | $92,240-11.0% | $69,631+17.9% |
| Participation rate | 35.6% | 72.2%-36.6pp | 76.5%-40.9pp | 70.7%-35.1pp |
| Annual return | 17.67% | 19.71%-2.0pp | 176.29%-158.6pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,582 | $2,633-39.9% | $3,680-57.0% | $2,032-22.1% |
| Participant deferral / active EE | $2,250 | $2,828-20.4% | $3,897-42.3% | $3,224-30.2% |
| Admin fee / account holder | $6 | $145-95.9% | $5,194-99.9% | $110-94.6% |