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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,460 |
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 | $170,884 | $55,453+208.2% | $170,435+0.3% | $62,293+174.3% |
| Participation rate | 95.5% | 66.4%+29.2pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 17.73% | 21.38%-3.6pp | 205.94%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $6,974 | $2,164+222.3% | $5,432+28.4% | $2,042+241.5% |
| Participant deferral / active EE | $12,838 | $2,303+457.5% | $4,939+159.9% | $3,169+305.1% |
| Admin fee / account holder | $30 | $455-93.3% | $13,881-99.8% | $479-93.6% |