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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,918 | $83,045-85.6% | $130,045-90.8% | $71,511-83.3% |
| Participation rate | 61.0% | 74.1%-13.1pp | 78.5%-17.5pp | 67.9%-6.9pp |
| Annual return | 22.59% | 20.61%+2.0pp | -137.30%+159.9pp | 28.86%-6.3pp |
| Employer contribution / active EE | $1,302 | $2,623-50.4% | $4,321-69.9% | $2,589-49.7% |
| Participant deferral / active EE | $1,846 | $4,436-58.4% | $5,820-68.3% | $4,291-57.0% |
| Admin fee / account holder | $6 | $1,727-99.6% | $10,600-99.9% | $1,588-99.6% |