Filed August 2, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,986 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,773 | $72,620+48.4% | $90,756+18.7% | $66,930+61.0% |
| Participation rate | 95.1% | 73.7%+21.4pp | 75.7%+19.4pp | 69.8%+25.3pp |
| Annual return | -19.32% | -12.28%-7.0pp | -12.16%-7.2pp | 1.57%-20.9pp |
| Employer contribution / active EE | $2,508 | $2,369+5.8% | $2,922-14.2% | $2,545-1.5% |
| Participant deferral / active EE | $6,767 | $3,979+70.1% | $4,565+48.2% | $4,238+59.7% |
| Admin fee / account holder | $12 | $707-98.4% | $8,445-99.9% | $593-98.0% |