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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,800 | $84,499-41.1% | $125,391-60.3% | $66,949-25.6% |
| Participation rate | 65.5% | 76.4%-10.9pp | 82.4%-16.9pp | 69.8%-4.3pp |
| Annual return | -18.49% | -8.49%-10.0pp | 572.41%-590.9pp | 1.57%-20.1pp |
| Employer contribution / active EE | $1,764 | $3,554-50.4% | $4,816-63.4% | $2,545-30.7% |
| Participant deferral / active EE | $8,107 | $6,785+19.5% | $7,448+8.8% | $4,239+91.2% |
| Admin fee / account holder | $45 | $685-93.4% | $10,009-99.5% | $594-92.3% |