Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,408 |
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 | $92,615 | $155,795-40.6% | $136,298-32.0% | $69,631+33.0% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 18.11% | 232464.33%-232446.2pp | 5156.27%-5138.2pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $2,306 | $2,991-22.9% | $4,696-50.9% | $2,032+13.5% |
| Participant deferral / active EE | $8,074 | $5,394+49.7% | $6,247+29.2% | $3,224+150.5% |
| Admin fee / account holder | $126 | $128-1.6% | $9,244-98.6% | $110+14.2% |