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.3+ years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 P.O. BOX 1101 · VALLEY FORGE, PA 194831101 | Advisory (Plan) | $50,857 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 31 · EIN 23-2186884 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Named fiduciary; Direct payment from ... | $8,302 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 9.94% | 3.99%+5.9pp | 4.36%+5.6pp | 10.56%-0.6pp |
| Employer contribution / active EE | $24,590 | $11,621+111.6% | $27,383-10.2% | $13,643+80.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |