Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,346 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,040 | $83,575-83.2% | $66,439-78.9% | $65,191-78.5% |
| Participation rate | 97.1% | 71.6%+25.5pp | 74.5%+22.6pp | 63.0%+34.1pp |
| Annual return | 20.41% | 12.38%+8.0pp | 757.66%-737.3pp | 51.24%-30.8pp |
| Employer contribution / active EE | $2,030 | $2,903-30.1% | $2,637-23.0% | $2,400-15.4% |
| Participant deferral / active EE | $4,016 | $3,365+19.3% | $3,876+3.6% | $2,671+50.3% |
| Admin fee / account holder | $74 | $234-68.5% | $6,173-98.8% | $907-91.9% |