See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,025 |
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 | $187,343 | $98,750+89.7% | $149,696+25.1% | $79,858+134.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 16.16% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,066 | $3,216-35.8% | $4,644-55.5% | $2,471-16.4% |
| Participant deferral / active EE | $18,795 | $5,680+230.9% | $6,842+174.7% | $3,740+402.5% |
| Admin fee / account holder | $76 | $6,053-98.7% | $9,309-99.2% | $5,306-98.6% |