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 |
|---|---|---|
VANTAGE FINANCIAL GROUP5 years Filed as: VANTAGE FINANCIAL GROUP, INC. Service code 27 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 | Advisory (Plan) | $27,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,516 | $75,058-31.4% | $152,301-66.2% | $64,340-19.9% |
| Participation rate | 54.0% | 60.9%-6.9pp | 82.4%-28.5pp | 55.2%-1.3pp |
| Annual return | 17.95% | 29.93%-12.0pp | 80.50%-62.5pp | 24.14%-6.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $8,457 | $5,041+67.8% | $8,004+5.7% | $2,980+183.8% |
| Admin fee / account holder | $420 | $4,050-89.6% | $14,398-97.1% | $3,703-88.7% |