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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $18,866 |
VAUGHN FINANCIAL SERVICES4+ years Service code 26 · EIN 26-2852104 | Advisory (Participants) | $7,870 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,013 | $62,583-56.8% | $76,767-64.8% | $64,173-57.9% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -6.88% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $476 | $1,832-74.0% | $2,485-80.9% | $2,381-80.0% |
| Participant deferral / active EE | $1,934 | $3,145-38.5% | $3,852-49.8% | $3,470-44.3% |
| Admin fee / account holder | $237 | $4,667-94.9% | $6,675-96.5% | $4,887-95.2% |