See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,362 | $63,114-61.4% | $92,893-73.8% | $65,185-62.6% |
| Participation rate | 67.8% | 68.8%-0.9pp | 76.0%-8.2pp | 70.2%-2.4pp |
| Annual return | 24.24% | 28.75%-4.5pp | 109.41%-85.2pp | 29.38%-5.1pp |
| Employer contribution / active EE | $262 | $2,571-89.8% | $3,653-92.8% | $2,177-88.0% |
| Participant deferral / active EE | $2,302 | $3,108-25.9% | $4,236-45.7% | $3,514-34.5% |
| Admin fee / account holder | $85 | $624-86.3% | $5,794-98.5% | $847-89.9% |