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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $101,495 |
BALDWIN LAW GROUP1 year Service code 29 · EIN 51-0568066 | Legal | $9,235 |
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 | $81,487 | $127,481-36.1% | $149,751-45.6% | $90,274-9.7% |
| Participation rate | 98.6% | 78.2%+20.3pp | 82.5%+16.1pp | 73.4%+25.2pp |
| Annual return | 20.52% | 57.78%-37.3pp | 276.71%-256.2pp | 53.97%-33.5pp |
| Employer contribution / active EE | $3,311 | $3,448-4.0% | $4,646-28.7% | $2,523+31.2% |
| Participant deferral / active EE | $8,971 | $6,975+28.6% | $6,843+31.1% | $4,231+112.1% |
| Admin fee / account holder | $42 | $152-72.3% | $9,312-99.5% | $114-63.2% |