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 | $14,920 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,005 | $79,045-35.5% | $100,378-49.2% | $74,429-31.5% |
| Participation rate | 92.4% | 79.4%+13.0pp | 81.5%+10.9pp | 67.2%+25.2pp |
| Annual return | 16.91% | 20.61%-3.7pp | 49.41%-32.5pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $13,290 | $7,751+71.4% | $8,087+64.3% | $4,348+205.6% |
| Admin fee / account holder | $39 | $1,335-97.1% | $7,899-99.5% | $1,944-98.0% |