See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,845 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $538,778 | $91,407+489.4% | $135,903+296.4% | $71,457+654.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.86% | 29.90%-10.0pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $18,325 | $3,703+394.8% | $4,856+277.4% | $2,588+608.2% |
| Participant deferral / active EE | $14,541 | $7,092+105.0% | $7,758+87.4% | $4,289+239.0% |
| Admin fee / account holder | $96 | $1,266-92.4% | $10,762-99.1% | $1,587-94.0% |