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 |
|---|---|---|
Service code 26 · EIN 47-3030907 6263 POPLAR AVE. · MEMPHIS, TN 38119 | Advisory (Participants) | $23,260 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 100 VANGUARD BLVD. · MALVERN, PA 193552000 | Recordkeeping | $12,071 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,895 | $45,872+39.3% | $77,081-17.1% | $68,495-6.7% |
| Participation rate | 87.3% | 55.9%+31.4pp | 67.9%+19.4pp | 67.9%+19.4pp |
| Annual return | -16.22% | 1.73%-17.9pp | 42.33%-58.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,808 | $1,650+252.1% | $2,813+106.4% | $2,596+123.7% |
| Participant deferral / active EE | $3,987 | $2,963+34.6% | $4,428-10.0% | $4,028-1.0% |
| Admin fee / account holder | $462 | $3,041-84.8% | $5,427-91.5% | $5,403-91.4% |