Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $1,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,710 | $63,114+8.9% | $92,909-26.0% | $65,185+5.4% |
| Participation rate | 58.4% | 68.8%-10.3pp | 76.0%-17.6pp | 70.2%-11.8pp |
| Annual return | 23.97% | 28.75%-4.8pp | 109.44%-85.5pp | 29.38%-5.4pp |
| Employer contribution / active EE | $2,301 | $2,571-10.5% | $3,653-37.0% | $2,177+5.7% |
| Participant deferral / active EE | $5,127 | $3,108+65.0% | $4,238+21.0% | $3,514+45.9% |
| Admin fee / account holder | $11 | $624-98.3% | $5,795-99.8% | $847-98.7% |