See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $411,609 |
AMERICAN FUNDS5 years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $122,500 |
AMERICAN FUNDS3 years Filed as: CAPITAL BANK & TRUST CO. Service code 51 · EIN 95-2553868 | Investment Mgmt Fees | $77,218 |
BRYAN CAVE LLP3 years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $64,494 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $61,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST CO Service code 51 · EIN 95-4797715 | Investment Mgmt Fees | $29,339 |
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP INC Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,920 | $130,141+33.6% | $86,677+100.7% | $77,904+123.2% |
| Participation rate | 76.2% | 85.9%-9.7pp | 76.6%-0.3pp | 73.7%+2.5pp |
| Annual return | -17.43% | -12.75%-4.7pp | 35.91%-53.3pp | 12.21%-29.6pp |
| Employer contribution / active EE | $2,366 | $3,220-26.5% | $2,836-16.6% | $2,848-16.9% |
| Participant deferral / active EE | $7,964 | $5,757+38.3% | $4,656+71.1% | $4,806+65.7% |
| Admin fee / account holder | $174 | $132+31.7% | $7,493-97.7% | $133+31.0% |