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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $177,214 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,052 | $110,258+36.1% | $102,460+46.5% | $200,096-25.0% |
| Participation rate | 99.2% | 86.3%+12.8pp | 76.5%+22.6pp | 72.0%+27.1pp |
| Annual return | 12.14% | 35.78%-23.6pp | 29.47%-17.3pp | 34.26%-22.1pp |
| Employer contribution / active EE | $6,673 | $3,605+85.1% | $3,025+120.6% | $3,038+119.7% |
| Participant deferral / active EE | $7,882 | $6,377+23.6% | $5,056+55.9% | $5,090+54.9% |
| Admin fee / account holder | $92 | $122-24.5% | $9,460-99.0% | $269-65.7% |