Filed May 5, 2021
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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,065 |
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 | $47,237 | $99,201-52.4% | $96,544-51.1% | $74,473-36.6% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.0%+19.7pp | 70.7%+24.9pp |
| Annual return | 21.97% | 22.40%-0.4pp | 25.88%-3.9pp | 34.36%-12.4pp |
| Employer contribution / active EE | $4,557 | $2,570+77.3% | $2,966+53.6% | $2,638+72.7% |
| Participant deferral / active EE | $8,421 | $4,938+70.5% | $4,851+73.6% | $4,530+85.9% |
| Admin fee / account holder | $20 | $225-91.1% | $8,254-99.8% | $347-94.2% |