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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $103,492 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,490 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,356 |
Filed as: KOZAK POLLEKOFF & GOLDMAN PC Service code 99 1950 OLD GALLOWS RD STE 440 · VIENNA, VA 22182 | Other Fees | $10,500 |
Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 4114 LEGATO RD STE 300 · FAIRFAX, VA 220334002 | Contract Administrator | $3,333 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,929 | $48,072-12.8% | $182,558-77.0% | $77,775-46.1% |
| Participation rate | 54.6% | 64.3%-9.7pp | 78.0%-23.4pp | 73.2%-18.6pp |
| Annual return | 321.66% | 31.26%+290.4pp | 148.59%+173.1pp | 32.58%+289.1pp |
| Employer contribution / active EE | $1,391 | $1,453-4.3% | $4,076-65.9% | $2,504-44.5% |
| Participant deferral / active EE | $840 | $3,209-73.8% | $5,526-84.8% | $3,966-78.8% |
| Admin fee / account holder | $113 | $131-14.0% | $8,594-98.7% | $100+13.0% |