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 Service code 15 · EIN 23-1945930 | Recordkeeping | $13,855 |
HNP CAPITAL LLC1 year Filed as: HNP CAPITAL, LLC Service code 50 100 CHESTNUT STREET · ROCHESTER, NY 14604 | Direct Payment | $6,535 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,532 | $56,540+185.7% | $185,849-13.1% | $86,821+86.1% |
| Participation rate | 96.6% | 65.5%+31.0pp | 81.7%+14.8pp | 72.3%+24.3pp |
| Annual return | 16.90% | 118.20%-101.3pp | 122.10%-105.2pp | 97.94%-81.0pp |
| Employer contribution / active EE | $5,430 | $1,844+194.4% | $5,169+5.1% | $2,406+125.7% |
| Participant deferral / active EE | $6,690 | $2,555+161.8% | $5,569+20.1% | $4,132+61.9% |
| Admin fee / account holder | $54 | $150-64.0% | $16,244-99.7% | $170-68.2% |