Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 P.O. BOX 1101 · VALLEY FORGE, PA 194831101 | Advisory (Plan) | $41,827 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 31 · EIN 23-2186884 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Named fiduciary; Other fees; Direct p... | $7,283 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 10.46% | 10.98%-0.5pp | 10.53%-0.1pp | 10.41%0pp |
| Employer contribution / active EE | $40,441 | $15,231+165.5% | $29,360+37.7% | $14,691+175.3% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |