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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,752 |
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 | $8,370 | $30,979-73.0% | $67,704-87.6% | $59,188-85.9% |
| Participation rate | 10.5% | 40.5%-30.0pp | 67.5%-57.0pp | 69.4%-58.9pp |
| Annual return | -1.54% | -1.74%+0.2pp | 25.41%-26.9pp | 5.51%-7.0pp |
| Employer contribution / active EE | $158 | $807-80.4% | $2,559-93.8% | $2,098-92.5% |
| Participant deferral / active EE | $0 | $1,603-100.0% | $3,585-100.0% | $3,265-100.0% |
| Admin fee / account holder | $30 | $81-63.1% | $4,255-99.3% | $92-67.6% |