See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
TIGERS EYE BENEFITS CONSULTING3+ years Service code 14 · EIN 52-1875589 147 W WASHINGTON STREET · HAGERSTOWN, MD 21740 | Plan Administrator | $38,545 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKET Service code 15 · EIN 41-1416330 1700 PENNSYLVANIA AVE · WASHINGTON, DC 20006 | Recordkeeping | $36,655 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $26,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,175 | $88,890-4.2% | $102,423-16.8% | $77,643+9.7% |
| Participation rate | 68.1% | 80.9%-12.8pp | 76.5%-8.4pp | 70.6%-2.5pp |
| Annual return | 12.91% | 24.98%-12.1pp | 29.32%-16.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,158 | $2,698-20.0% | $3,023-28.6% | $2,726-20.8% |
| Participant deferral / active EE | $5,408 | $5,145+5.1% | $5,053+7.0% | $4,647+16.4% |
| Admin fee / account holder | $313 | $235+32.8% | $9,451-96.7% | $430-27.4% |