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 | $49,191 |
FAIRCOURT PARTNERS, LLC4 years Service code 27 150 SOUTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $36,049 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,567 | $89,093-69.1% | $102,434-73.1% | $77,736-64.5% |
| Participation rate | 79.2% | 80.9%-1.7pp | 76.5%+2.7pp | 70.6%+8.6pp |
| Annual return | 18.99% | 25.03%-6.0pp | 29.46%-10.5pp | 31.26%-12.3pp |
| Employer contribution / active EE | $1,639 | $2,699-39.3% | $3,023-45.8% | $2,728-39.9% |
| Participant deferral / active EE | $4,059 | $5,147-21.1% | $5,055-19.7% | $4,651-12.7% |
| Admin fee / account holder | $285 | $236+20.9% | $9,462-97.0% | $433-34.2% |