See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,263 |
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 | $53,812 | $88,480-39.2% | $96,683-44.3% | $80,160-32.9% |
| Participation rate | 97.6% | 79.9%+17.7pp | 74.3%+23.2pp | 72.9%+24.6pp |
| Annual return | 18.16% | 22.53%-4.4pp | 35.69%-17.5pp | 40.38%-22.2pp |
| Employer contribution / active EE | $3,445 | $4,176-17.5% | $3,737-7.8% | $2,978+15.7% |
| Participant deferral / active EE | $5,192 | $3,959+31.2% | $4,878+6.4% | $5,017+3.5% |
| Admin fee / account holder | $10 | $212-95.3% | $6,730-99.9% | $145-93.2% |