See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,335 |
LATITUDE SERVICE COMPANY INC3 years Service code 99 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Fees | $22,075 |
RUDLER, PSC5 years Service code 99 809 WRIGHT'S SUMMIT · WRIGHT, KY 41011 | Other Fees | $10,500 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,382 | $29,548-17.5% | $56,411-56.8% | $77,643-68.6% |
| Participation rate | 50.1% | 32.7%+17.4pp | 52.5%-2.4pp | 70.6%-20.5pp |
| Annual return | 17.95% | 19.01%-1.1pp | 1701.33%-1683.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $970 | $568+70.9% | $1,039-6.6% | $2,726-64.4% |
| Participant deferral / active EE | $1,808 | $1,061+70.5% | $1,952-7.3% | $4,647-61.1% |
| Admin fee / account holder | $151 | $1,046-85.5% | $2,829-94.7% | $430-64.8% |