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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,953 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,357 | $55,470+616.3% | $155,556+155.4% | $74,478+433.5% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 15.35% | 269.80%-254.5pp | 64.84%-49.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $15,926 | $2,267+602.6% | $4,675+240.6% | $2,626+506.4% |
| Participant deferral / active EE | $22,002 | $2,838+675.3% | $5,631+290.7% | $4,350+405.8% |
| Admin fee / account holder | $303 | $1,744-82.6% | $15,885-98.1% | $1,946-84.4% |