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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $325,550 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $25,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,184 | $84,728-4.2% | $60,547+34.1% | $69,651+16.6% |
| Participation rate | 67.9% | 63.7%+4.1pp | 68.0%-0.1pp | 66.6%+1.3pp |
| Annual return | -1.12% | -1.91%+0.8pp | 335.64%-336.8pp | 53.77%-54.9pp |
| Employer contribution / active EE | $234 | $3,261-92.8% | $2,419-90.3% | $2,241-89.5% |
| Participant deferral / active EE | $3,807 | $3,056+24.6% | $3,328+14.4% | $3,635+4.7% |
| Admin fee / account holder | $1 | $74-98.9% | $4,536-100.0% | $63-98.7% |