See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,464 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,839 | $65,435+19.0% | $86,677-10.2% | $66,914+16.3% |
| Participation rate | 83.0% | 75.5%+7.5pp | 76.6%+6.4pp | 69.8%+13.2pp |
| Annual return | -13.97% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,455 | $2,153+14.0% | $2,836-13.4% | $2,544-3.5% |
| Participant deferral / active EE | $4,678 | $4,100+14.1% | $4,656+0.5% | $4,237+10.4% |
| Admin fee / account holder | $110 | $642-82.9% | $7,493-98.5% | $593-81.5% |