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 | $11,092 |
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 | $110,197 | $89,652+22.9% | $141,177-21.9% | $65,185+69.1% |
| Participation rate | 75.7% | 74.7%+1.0pp | 82.5%-6.8pp | 70.2%+5.5pp |
| Annual return | 21.43% | 32.79%-11.4pp | 71.40%-50.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $801 | $3,065-73.9% | $4,736-83.1% | $2,177-63.2% |
| Participant deferral / active EE | $5,938 | $5,691+4.3% | $6,710-11.5% | $3,514+69.0% |
| Admin fee / account holder | $104 | $569-81.8% | $10,263-99.0% | $847-87.8% |