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 | $20,076 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,615 | $99,957-73.4% | $149,730-82.2% | $73,493-63.8% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.5%+5.5pp | 70.7%+17.3pp |
| Annual return | 17.09% | 53.87%-36.8pp | 276.70%-259.6pp | 28.51%-11.4pp |
| Employer contribution / active EE | $140 | $3,191-95.6% | $4,645-97.0% | $2,270-93.8% |
| Participant deferral / active EE | $2,787 | $6,073-54.1% | $6,843-59.3% | $3,740-25.5% |
| Admin fee / account holder | $75 | $551-86.3% | $9,310-99.2% | $513-85.3% |