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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $77,153 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,462 | $95,388-74.4% | $125,363-80.5% | $77,906-68.6% |
| Participation rate | 98.0% | 78.6%+19.4pp | 82.4%+15.6pp | 73.7%+24.3pp |
| Annual return | -10.93% | 116.19%-127.1pp | 572.15%-583.1pp | 12.16%-23.1pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $11,946 | $7,711+54.9% | $7,447+60.4% | $4,805+148.6% |
| Admin fee / account holder | $56 | $119-52.8% | $10,005-99.4% | $133-57.7% |