Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,873 | $127,481-77.4% | $149,745-80.7% | $90,274-68.0% |
| Participation rate | 63.0% | 78.2%-15.3pp | 82.5%-19.5pp | 73.4%-10.4pp |
| Annual return | 44.75% | 57.78%-13.0pp | 276.72%-232.0pp | 53.97%-9.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,842 | $6,975+12.4% | $6,843+14.6% | $4,231+85.4% |
| Admin fee / account holder | $8 | $152-94.7% | $9,312-99.9% | $114-93.0% |