See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,914 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,470 | $76,050-56.0% | $96,544-65.3% | $71,457-53.2% |
| Participation rate | 95.3% | 74.4%+20.9pp | 76.0%+19.4pp | 67.9%+27.4pp |
| Annual return | 20.52% | 22.81%-2.3pp | 25.84%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,509 | $2,244-32.8% | $2,965-49.1% | $2,588-41.7% |
| Participant deferral / active EE | $3,551 | $4,215-15.8% | $4,851-26.8% | $4,289-17.2% |
| Admin fee / account holder | $93 | $2,707-96.6% | $8,252-98.9% | $1,587-94.1% |