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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,835 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,220 | $102,422-51.9% | $147,117-66.5% | $80,959-39.2% |
| Participation rate | 89.0% | 75.9%+13.2pp | 82.2%+6.8pp | 67.7%+21.4pp |
| Annual return | 16.87% | 135.16%-118.3pp | 420.54%-403.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,800 | $6,652+47.3% | $8,065+21.5% | $4,300+127.9% |
| Admin fee / account holder | $13 | $7,953-99.8% | $12,993-99.9% | $6,925-99.8% |