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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,873 | $55,182-67.6% | $73,309-75.6% | $55,191-67.6% |
| Participation rate | 82.9% | 73.9%+9.0pp | 74.9%+8.0pp | 69.2%+13.8pp |
| Annual return | 9.04% | 8.55%+0.5pp | 5.67%+3.4pp | 10.78%-1.7pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,861 | $4,641+26.3% | $4,991+17.4% | $3,046+92.4% |
| Admin fee / account holder | $4 | $68-93.5% | $5,635-99.9% | $91-95.1% |