See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,348 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,571 | $76,774-35.4% | $112,228-55.8% | $77,904-36.4% |
| Participation rate | 97.7% | 80.2%+17.6pp | 75.1%+22.7pp | 73.7%+24.0pp |
| Annual return | -16.05% | -10.25%-5.8pp | 27.45%-43.5pp | 12.21%-28.3pp |
| Employer contribution / active EE | $3,015 | $3,977-24.2% | $3,635-17.0% | $2,848+5.9% |
| Participant deferral / active EE | $4,737 | $3,778+25.4% | $4,728+0.2% | $4,806-1.4% |
| Admin fee / account holder | $9 | $239-96.1% | $6,410-99.9% | $133-93.0% |