Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,582 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $187,686 | $155,795+20.5% | $136,298+37.7% | $69,634+169.5% |
| Participation rate | 99.1% | 75.2%+23.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 18.48% | 232464.33%-232445.9pp | 5156.27%-5137.8pp | 27572.26%-27553.8pp |
| Employer contribution / active EE | $7,254 | $2,991+142.5% | $4,696+54.5% | $2,032+256.9% |
| Participant deferral / active EE | $11,837 | $5,394+119.5% | $6,247+89.5% | $3,224+267.2% |
| Admin fee / account holder | $2 | $128-98.3% | $9,244-100.0% | $110-98.1% |