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 | $17,682 |
CERITY PARTNERS3 years Service code 50 PO BOX 21834 · NEW YORK, NY 10087 | Direct Payment | $16,635 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,565 | $58,726-49.7% | $142,898-79.3% | $85,847-65.6% |
| Participation rate | 78.3% | 58.5%+19.8pp | 72.0%+6.3pp | 69.3%+8.9pp |
| Annual return | 17.14% | 27.73%-10.6pp | 5639.64%-5622.5pp | 318.61%-301.5pp |
| Employer contribution / active EE | $1,224 | $1,424-14.0% | $4,146-70.5% | $2,565-52.3% |
| Participant deferral / active EE | $4,069 | $2,609+56.0% | $3,838+6.0% | $3,952+2.9% |
| Admin fee / account holder | $216 | $4,234-94.9% | $6,560-96.7% | $6,261-96.6% |