Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,829 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,391 | $44,980-96.9% | $85,063-98.4% | $77,692-98.2% |
| Participation rate | 92.1% | 48.6%+43.5pp | 67.5%+24.6pp | 70.6%+21.5pp |
| Annual return | 14.87% | 79.13%-64.3pp | 66.54%-51.7pp | 31.25%-16.4pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,029 | $2,804-63.3% | $4,523-77.3% | $4,648-77.9% |
| Admin fee / account holder | $12 | $911-98.7% | $6,155-99.8% | $431-97.3% |