Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,307 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,016 | $82,163-76.9% | $125,381-84.8% | $64,819-70.7% |
| Participation rate | 93.8% | 77.9%+15.9pp | 82.4%+11.4pp | 71.5%+22.3pp |
| Annual return | -5.28% | 3.49%-8.8pp | 572.31%-577.6pp | 32.84%-38.1pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,622 | $7,175+6.2% | $7,448+2.3% | $4,311+76.8% |
| Admin fee / account holder | $5 | $163-97.1% | $10,007-100.0% | $188-97.5% |