Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,253 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,775 | $78,976-44.6% | $100,383-56.4% | $74,546-41.3% |
| Participation rate | 68.3% | 79.5%-11.2pp | 81.5%-13.2pp | 67.2%+1.1pp |
| Annual return | 16.79% | 20.62%-3.8pp | 49.26%-32.5pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $2,540 | $3,019-15.9% | $3,944-35.6% | $2,624-3.2% |
| Participant deferral / active EE | $7,490 | $7,758-3.5% | $8,086-7.4% | $4,347+72.3% |
| Admin fee / account holder | $83 | $1,330-93.7% | $7,900-98.9% | $1,944-95.7% |