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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $756,628 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 99 · EIN 35-2123202 | Other Fees | $48,980 |
MERCER4 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $17,505 |
Filed as: BENEFIT FINANCIAL SERVICE GROUP Service code 50 · EIN 20-8532658 | Direct Payment | $17,500 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,597 | $82,204+18.7% | $105,387-7.4% | $82,204+18.7% |
| Participation rate | 94.0% | 73.4%+20.6pp | 82.6%+11.4pp | 73.4%+20.6pp |
| Annual return | 21.68% | 26.31%-4.6pp | 26.82%-5.1pp | 26.31%-4.6pp |
| Employer contribution / active EE | $2,637 | $2,707-2.6% | $4,213-37.4% | $2,707-2.6% |
| Participant deferral / active EE | $6,672 | $4,246+57.1% | $5,502+21.3% | $4,246+57.1% |
| Admin fee / account holder | $140 | $76+84.5% | $6,559-97.9% | $76+84.5% |