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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,280 |
MBG RETIREMENT2 years Filed as: MBG RETIREMENT INC Service code 27 · EIN 76-0392127 | Advisory (Plan) | $13,555 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS AND VESELKA Service code 10 · EIN 74-1769118 | Accounting | $8,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,020 | $104,479-63.6% | $159,474-76.2% | $79,391-52.1% |
| Participation rate | 60.9% | 76.6%-15.7pp | 82.8%-21.9pp | 70.7%-9.8pp |
| Annual return | 19.44% | 67.98%-48.5pp | 263.68%-244.2pp | 116.88%-97.4pp |
| Employer contribution / active EE | $1,118 | $3,417-67.3% | $4,831-76.9% | $2,428-54.0% |
| Participant deferral / active EE | $7,135 | $6,468+10.3% | $7,353-3.0% | $4,046+76.4% |
| Admin fee / account holder | $253 | $711-64.4% | $10,802-97.7% | $627-59.6% |