Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,872 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $13,535 | $80,748-83.2% | $102,383-86.8% | $74,429-81.8% |
| Participation rate | 85.3% | 65.7%+19.6pp | 74.5%+10.7pp | 67.2%+18.0pp |
| Annual return | 11.06% | 27.57%-16.5pp | 24.94%-13.9pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,013 | $3,159-67.9% | $3,870-73.8% | $2,625-61.4% |
| Participant deferral / active EE | $2,587 | $3,861-33.0% | $5,060-48.9% | $4,348-40.5% |
| Admin fee / account holder | $68 | $2,371-97.1% | $8,391-99.2% | $1,944-96.5% |