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 Service code 15 · EIN 23-1945930 | Recordkeeping | $3,391 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,176 | $80,753-94.8% | $136,297-96.9% | $62,293-93.3% |
| Participation rate | 89.1% | 73.5%+15.6pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 23.51% | 35.83%-12.3pp | 5156.19%-5132.7pp | 28.90%-5.4pp |
| Employer contribution / active EE | $988 | $2,884-65.7% | $4,696-79.0% | $2,042-51.6% |
| Participant deferral / active EE | $1,410 | $5,164-72.7% | $6,247-77.4% | $3,169-55.5% |
| Admin fee / account holder | $27 | $525-94.9% | $9,244-99.7% | $479-94.4% |