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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,254 |
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 | $123,472 | $73,102+68.9% | $123,552-0.1% | $56,287+119.4% |
| Participation rate | 94.0% | 74.3%+19.7pp | 82.3%+11.7pp | 69.9%+24.2pp |
| Annual return | -5.02% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,334 | $2,977-21.6% | $4,628-49.6% | $2,111+10.6% |
| Participant deferral / active EE | $8,416 | $5,423+55.2% | $6,426+31.0% | $3,350+151.2% |
| Admin fee / account holder | $29 | $554-94.7% | $9,285-99.7% | $521-94.4% |