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 | $19,722 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,440 | $61,272+139.0% | $149,673-2.2% | $71,457+104.9% |
| Participation rate | 86.0% | 62.5%+23.4pp | 78.8%+7.2pp | 67.9%+18.0pp |
| Annual return | 16.36% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,543 | $2,378+6.9% | $4,818-47.2% | $2,588-1.7% |
| Participant deferral / active EE | $3,167 | $2,917+8.6% | $5,680-44.2% | $4,289-26.2% |
| Admin fee / account holder | $76 | $1,261-94.0% | $13,210-99.4% | $1,587-95.2% |