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.3 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $17,272 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $4,550 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,246 | $58,888+66.8% | $178,499-45.0% | $73,493+33.7% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | 21.26% | 24.86%-3.6pp | 151.10%-129.8pp | 28.51%-7.3pp |
| Employer contribution / active EE | $2,011 | $2,236-10.1% | $5,011-59.9% | $2,270-11.4% |
| Participant deferral / active EE | $3,567 | $2,568+38.9% | $5,202-31.4% | $3,740-4.6% |
| Admin fee / account holder | $49 | $400-87.8% | $13,986-99.6% | $513-90.5% |