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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,741 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,453 | $67,602+53.0% | $82,312+25.7% | $70,126+47.5% |
| Participation rate | 83.1% | 72.8%+10.4pp | 76.9%+6.3pp | 69.5%+13.6pp |
| Annual return | 16.19% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $3,561 | $1,755+102.9% | $2,428+46.6% | $2,343+52.0% |
| Participant deferral / active EE | $9,685 | $2,987+224.2% | $3,706+161.3% | $3,332+190.7% |
| Admin fee / account holder | $123 | $4,512-97.3% | $5,608-97.8% | $4,645-97.3% |