Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,216 | $174,559-87.3% | $105,387-78.9% | $67,579-67.1% |
| Participation rate | 0.0% | 88.2%-88.2pp | 82.6%-82.6pp | 71.3%-71.3pp |
| Annual return | 54.95% | 23.63%+31.3pp | 26.82%+28.1pp | 378.56%-323.6pp |
| Employer contribution / active EE | $3,613 | $4,874-25.9% | $4,213-14.2% | $2,148+68.2% |
| Participant deferral / active EE | $5,561 | $7,563-26.5% | $5,502+1.1% | $3,539+57.1% |
| Admin fee / account holder | $8 | $270-97.1% | $6,559-99.9% | $142-94.6% |