Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $43,837 |
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 | $179,076 | $79,519+125.2% | $95,964+86.6% | $73,412+143.9% |
| Participation rate | 99.3% | 81.2%+18.1pp | 77.1%+22.2pp | 72.2%+27.1pp |
| Annual return | 24.53% | 19.20%+5.3pp | 91.64%-67.1pp | 59.30%-34.8pp |
| Employer contribution / active EE | $11,104 | $2,048+442.2% | $2,541+336.9% | $2,234+397.1% |
| Participant deferral / active EE | $11,358 | $4,138+174.5% | $4,167+172.6% | $3,806+198.4% |
| Admin fee / account holder | $104 | $184-43.5% | $6,797-98.5% | $158-34.0% |