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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,374 | $58,320-58.2% | $86,438-71.8% | $66,938-63.6% |
| Participation rate | 69.2% | 78.6%-9.4pp | 80.3%-11.2pp | 69.8%-0.6pp |
| Annual return | -17.92% | -9.71%-8.2pp | 4397.19%-4415.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,046 | $2,615-21.8% | $3,769-45.7% | $2,545-19.6% |
| Participant deferral / active EE | $8,082 | $6,899+17.1% | $6,952+16.3% | $4,238+90.7% |
| Admin fee / account holder | $12 | $546-97.7% | $6,733-99.8% | $594-97.9% |