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.7 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $13,010 |
SIGMA FINANCIAL CORPORATION7 years Service code 49 · EIN 38-2472555 | Other Services | $9,237 |
THE OLDENBURG COMPANY INC7 years Service code 49 · EIN 38-2658667 | Other Services | $3,000 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,883 | $76,107-54.2% | $96,576-63.9% | $71,495-51.2% |
| Participation rate | 41.6% | 74.4%-32.8pp | 76.0%-34.4pp | 67.9%-26.4pp |
| Annual return | 16.12% | 22.81%-6.7pp | 25.87%-9.8pp | 28.85%-12.7pp |
| Employer contribution / active EE | $977 | $2,247-56.5% | $2,965-67.1% | $2,589-62.3% |
| Participant deferral / active EE | $1,692 | $4,218-59.9% | $4,851-65.1% | $4,291-60.6% |
| Admin fee / account holder | $253 | $2,708-90.7% | $8,253-96.9% | $1,588-84.1% |