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.1 year Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $1,740 |
Filed as: FIDELITY Service code 12 · EIN 04-2647786 | Direct payment from the plan; Claims ... | $500 |
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 | $115,123 | $80,177+43.6% | $123,894-7.1% | $57,658+99.7% |
| Participation rate | 96.2% | 74.4%+21.7pp | 81.4%+14.8pp | 70.2%+25.9pp |
| Annual return | 7.46% | 17.90%-10.4pp | 47.52%-40.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $6,758 | $2,913+132.0% | $4,617+46.4% | $1,974+242.4% |
| Participant deferral / active EE | $4,406 | $5,130-14.1% | $5,984-26.4% | $3,061+43.9% |
| Admin fee / account holder | $10 | $106-90.8% | $8,357-99.9% | $95-89.7% |