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 |
|---|---|---|
Service code 27 · EIN 85-4001199 | Advisory (Plan) | $52,641 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,093 | $84,493+10.2% | $125,381-25.8% | $66,938+39.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.93% | -8.49%-7.4pp | 572.31%-588.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,948 | $3,554-17.0% | $4,815-38.8% | $2,545+15.8% |
| Participant deferral / active EE | $7,600 | $6,783+12.0% | $7,448+2.0% | $4,238+79.3% |
| Admin fee / account holder | $402 | $685-41.2% | $10,007-96.0% | $594-32.2% |