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 | $76,642-32.8% | $146,866-64.9% | $65,306-21.1% |
| Participation rate | 54.0% | 61.2%-7.3pp | 82.5%-28.5pp | 57.7%-3.7pp |
| Annual return | 17.95% | 33.40%-15.4pp | 102.85%-84.9pp | 21.94%-4.0pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $8,457 | $4,864+73.9% | $7,759+9.0% | $2,959+185.8% |
| Admin fee / account holder | $420 | $3,960-89.4% | $13,620-96.9% | $3,480-87.9% |