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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,507 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,315 | $52,467-82.2% | $57,196-83.7% | $55,167-83.1% |
| Participation rate | 98.6% | 75.8%+22.7pp | 75.3%+23.2pp | 69.0%+29.6pp |
| Annual return | 9.04% | 7.72%+1.3pp | 14.59%-5.6pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,372 | $2,477+36.1% | $2,683+25.7% | $1,963+71.8% |
| Participant deferral / active EE | $238 | $2,830-91.6% | $3,096-92.3% | $3,054-92.2% |
| Admin fee / account holder | $70 | $269-74.0% | $3,141-97.8% | $504-86.1% |