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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,640 |
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 | $101,173 | $121,341-16.6% | $189,537-46.6% | $79,391+27.4% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.8%+5.7pp | 70.7%+22.8pp |
| Annual return | 18.24% | 21.08%-2.8pp | 555.34%-537.1pp | 116.88%-98.6pp |
| Employer contribution / active EE | $5,082 | $3,915+29.8% | $6,161-17.5% | $2,428+109.3% |
| Participant deferral / active EE | $10,947 | $6,395+71.2% | $8,220+33.2% | $4,046+170.6% |
| Admin fee / account holder | $9 | $651-98.6% | $12,048-99.9% | $627-98.6% |