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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $230,021 |
AMERICAN FUNDS6+ years Filed as: HM CAPITAL MANAGEMENT Service code 16 · EIN 20-3287389 | Consulting | $58,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,604 | $43,466+41.7% | $90,974-32.3% | $90,274-31.8% |
| Participation rate | 56.0% | 62.5%-6.4pp | 69.0%-13.0pp | 73.4%-17.3pp |
| Annual return | 68.43% | 25.26%+43.2pp | 134.60%-66.2pp | 53.97%+14.5pp |
| Employer contribution / active EE | $372 | $840-55.7% | $2,122-82.5% | $2,523-85.3% |
| Participant deferral / active EE | $2,931 | $2,138+37.1% | $3,373-13.1% | $4,231-30.7% |
| Admin fee / account holder | $110 | $92+19.5% | $5,961-98.2% | $114-3.8% |