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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,883 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $135 |
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 | $162,615 | $65,092+149.8% | $143,799+13.1% | $66,938+142.9% |
| Participation rate | 96.7% | 65.2%+31.5pp | 80.3%+16.4pp | 69.8%+26.9pp |
| Annual return | -15.09% | -11.14%-4.0pp | -0.04%-15.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $5,468 | $2,362+131.6% | $4,952+10.4% | $2,545+114.8% |
| Participant deferral / active EE | $5,820 | $2,920+99.3% | $5,638+3.2% | $4,238+37.3% |
| Admin fee / account holder | $13 | $502-97.5% | $14,677-99.9% | $594-97.9% |